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ROSCI LAMB, LLC
CRD 337278 · SEC 801-133777
14 WALL ST., STE 2015, NEW YORK, NY, 10005, United States
Phone
646 479 9965
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$65.0M
Discretionary AUM
$44.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $21.8M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD