How Does WL ROSS & CO. LLC Help Clients? – Key Takeaways:
WL ROSS & CO. LLC is a well-known financial advisory firm that provides expert services to its clients. It is renowned for its expertise in financial matters and is considered a go-to source for professional guidance. Its team of experienced advisors offer a range of services to clients, helping them achieve their financial goals.
Facts and Insights
WL ROSS & CO. LLC was founded by Wilbur L. Ross Jr. in 2000. The firm is headquartered in New York and has multiple branch offices across the United States. It boasts an impressive track record of providing financial advice and has helped countless clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $17.2 billion | 27 | 21 years |
Source: https://www.sec.gov/Archives/edgar/data/1020951/000104746913001617/a2218891z10-k.htm
Financial Services Offered
WL ROSS & CO. LLC offers a range of financial services to its clients, including but not limited to:
- Investment management
- Asset allocation
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
Client Types
WL ROSS & CO. LLC serves a diverse client base, including individuals, families, corporations, and institutions. Its team of advisors is equipped to provide tailored solutions to meet the unique financial needs of each client.
Fees & Compensation
WL ROSS & CO. LLC charges fees for its services, which are based on a percentage of the assets under management. This fee structure aligns the firm’s interests with those of its clients, as it is in the firm’s best interest to help clients grow their assets.
Background
WL ROSS & CO. LLC is led by Wilbur L. Ross Jr., who has over five decades of experience in financial services. He has led the firm to success and continues to guide it towards growth and innovation. The firm’s team of advisors is highly qualified and experienced, with a strong understanding of the financial markets.
Financial Advisor Disclosures to Know
WL ROSS & CO. LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, it is required to disclose any potential conflicts of interest to its clients. Clients can access this information on the firm’s Form ADV, which can be found on the SEC’s website.