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Ian Michael Rose

Townsquare Capital, LLC

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About Ian Michael Rose

Ian Michael Rose is an Investment Advisor Representative at Townsquare Capital, LLC. Ian Michael Rose has been in the industry since April 2022. Ian Michael Rose is registered with the state of Utah and has passed the Uniform Investment Adviser Law Examination. Ian Michael Rose specializes in providing services to Individuals, Corporations or other Businesses, Pooled Investment Vehicles, Insurance Companies and other Investment Advisors.

Firm Information

Ian Rose is currently registered with Townsquare Capital, LLC. Townsquare Capital, LLC is a Registered Investment Adviser headquartered in PROVO, UT. The firm provides investment advisory services to a variety of clients, including high net worth individuals, other investment advisers, and pooled investment vehicles. The firm specializes in portfolio management and pension consulting. They manage approximately $8.8 billion in assets.
Townsquare Capital, LLC

5314 RIVER RUN DRIVE

PROVO, UT 84604

$8.78B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ian Rose’s Registration & Firm History

UT

07/13/2023 - Present

Townsquare Capital, LLC (PROVO UT)

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Licenses & Designations

IA

Issued 07/12/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Michael Rose.
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