Rothman Investment Management

Investment Management, 9700 El Camino Real, Atascadero, California, 93422, United States, 1-10 Employees

Phone Number: 80********

Who is ROTHMAN INVESTMENT MANAGEMENT

Rothman Investment Management, LLC (RIM) is a wealth management firm committed to helping our clients be financially prepared for their future. We are an independent Registered Investment...

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Headquarters: 9700 El Camino Real, Atascadero, California, 93422, United States
Date Founded: 2014
Employees: 1-10
Revenue: Under $1 Million
Active Tech Stack: See technologies

Industry: Investment Management

SIC Code: 8741

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Rothman Investment Management Org Chart and Mapping

Employees

Larson Patty

Financial Planner

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Frequently Asked Questions Regarding Rothman Investment Management

Answer: Rothman Investment Management's headquarters are located at 9700 El Camino Real, Atascadero, California, 93422, United States

Answer: Rothman Investment Management, LLC (RIM) is a wealth management firm committed to helping our clients be financially prepared for their future. We are an independent Registered Investment Advisor that provides services for individuals, families, and trusts. Our objective is to help each client reach their dreams by providing holistic and personalized financial advice including, portfolio construction and portfolio management, financial planning, tax and estate planning, as well as, philanthropy planning. We strive for excellence in each of these areas, and maintain a commitment to be honest, transparent, and rational. RIM's approach is client-centric because investing is not done in a vacuum, and should reflect the objectives of the investor. We know that each client differs in resources, needs, goals, and temperament and an investment plan should be tailored to capture each persons individualized objectives without excessive risk. With our in-house customized strategies we want to assist clients in a way that optimizes return and risk in order to have a peace of mind regarding their finances. This page is a publication of Rothman Investment Management, LLC. The firm is registered as an investment adviser with the State of California and the Commonwealth of Massachusetts and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy