The Roosevelt Investment Group
Investment Management, NY, New York, United States, 11-50 Employees
Phone Number: 64********
Who is THE ROOSEVELT INVESTMENT GROUP
The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cous...
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Headquarters: NY, New York, United States
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Date Founded: 1971
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Employees: 11-50
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
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CEO:
Adam Sheer
Email
Phone
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523940 |
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Jim Rogers
President | National Sales Manager & Head of Distribution | Executive Committee Member the Roosevelt
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Frequently Asked Questions Regarding The Roosevelt Investment Group
Answer: The Roosevelt Investment Group's headquarters are located at NY, New York, United States
Answer: The Roosevelt Investment Group's phone number is 64********
Answer: The Roosevelt Investment Group's official website is https://rooseveltinvestments.com
Answer: The Roosevelt Investment Group's revenue is $10 Million to $25 Million
Answer: The Roosevelt Investment Group's SIC: 6282
Answer: The Roosevelt Investment Group's NAICS: 523940
Answer: The Roosevelt Investment Group has 11-50 employees
Answer: The Roosevelt Investment Group is in Investment Management
Answer: The Roosevelt Investment Group contact info: Phone number: 64******** Website: https://rooseveltinvestments.com
Answer: The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cousin of Theodore Roosevelt, founded the investment advisory firm P. James Roosevelt, Inc., which managed investment assets of individuals and endowments. The firms name was changed in 1993 to The Roosevelt Investment Group, Inc., which it retained in 2002 upon merging into Sheer Asset Management, Inc., an investment advisory firm founded by Arthur Sheer in 1990. In 2020, the firms name changed to The Roosevelt Investment Group, LLC, and it was acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp. Roosevelt Investments follows a long tradition of risk-conscious investing we know preserving your wealth is just as important as growing it.
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