Rothenberg Capital Management
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 51-200 Employees

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Overview

Headquarters

4420 Rue Sainte-Catherine O, Westmount, ...

Phone Number

(301) 961-1800

Revenue

$27.1 Million

Industry

Finance Securities Trading
ZI Rank: 2
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ZI Rank
1
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About Rothenberg Capital Management

Rothenberg Wealth Management is a leading investment team with over 37 years of experience, providing comprehensive investment solutions and wealth planning services to Canadians. Their offerings include investment planning, retirement planning, tax planning, estate and legacy planning, and insurance planning, tailored to meet the unique needs of individuals, families, retirees, executives, and high-income earners. The firm is known for its independent approach and commitment to client relationships, ensuring personalized service and support. With offices in Montreal and Calgary, Rothenberg Wealth Management serves a diverse clientele across Canada.Explore more
Rothenberg Capital Management's Social MediaPopular SearchesRothenberg Capital Management IncRothenberg Capital ManagementThe Rothenberg GroupRothenberg GroupRothenberg & RothenbergSIC Code 62,628NAICS Code 52,523Show more

Rothenberg Capital Management Org Chart

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CPHR Senior Office Manager

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TP
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Department Coordinator

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MH
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Administratrice

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SS
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Estate Administrator

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Office Administrator

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MG
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rothenberg Capital Manage...

$27.1M
51-200
Private
-
1979
AP
Antonella PerrottaCPHR Senior Office Manager
$29.5M
51-200
Private
-
1994
Yvette Fu, Chief Financial Officer at GP Wealth Management
Yvette FuChief Financial Officer
$8.6M
51-200
Private
-
2008
MM
Matthew McGrathPresident, CEO & Chief Investment Officer
$6.8M
11-50
Private
-
-
N/A
$6.2M
11-50
Private
-
1987
LM
Lulu MaoManager, Compliance
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
11-50
Private
-
1994
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Rothenberg Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rothenberg Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rothenberg Capital Management.

Rothenberg Capital Management Tech Stack

A closer look at the technologies used by Rothenberg Capital Management

Rothenberg Capital Management News & Media

  • Harbourfront Announces Acquisition of $1.2 Billion CIRO Dealer

    VANCOUVER, British Columbia, Oct. 18, 2024 (GLOBE NEWSWIRE) -- The Harbourfront Group (“Harbourfront”) today announced its acquisition of Rothenberg Wealth Management (“Rothenberg”). This deal includes a registered investment dealer under the Canadian Investment Regulatory Organization (“CIRO”) and a guaranteed investment certificate dealer.
Read more news

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Frequently Asked Questions Regarding Rothenberg Capital Management

What is Rothenberg Capital Management's official website?
Rothenberg Capital Management's official website is www.rothenberg.ca
What is Rothenberg Capital Management's Revenue?
Rothenberg Capital Management's revenue is $27.1 Million
What is Rothenberg Capital Management's SIC code?
Rothenberg Capital Management's SIC: 62,628
What is Rothenberg Capital Management's NAICS code?
Rothenberg Capital Management's NAICS: 52,523
How many employees does Rothenberg Capital Management have?
Rothenberg Capital Management has 51-200 employees
What industry does Rothenberg Capital Management belong to?
Rothenberg Capital Management is in the industry of: Finance, Securities Trading
What is Rothenberg Capital Management competition?
Rothenberg Capital Management top competitors include: Ryan Lamontagne, GP Wealth Management, Optimize Capital Markets, Kerr Financial
What companies has Rothenberg Capital Management acquired?
Rothenberg Capital Management has acquired the companies: Rothenberg Capital Management, KJ Harrison & Partners, Millar Private Wealth, Cornerstone Financial Group
What technology does Rothenberg Capital Management use?
Some of the popular technologies that Rothenberg Capital Management uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Rothenberg Capital Management?
Rothenberg Capital Management contact info: Phone number: (301) 961-1800 Website: www.rothenberg.ca
What does Rothenberg Capital Management do?

Rothenberg Wealth Management is a leading investment team with over 37 years of experience, providing comprehensive investment solutions and wealth planning services to Canadians. Their offerings include investment planning, retirement planning, tax planning, estate and legacy planning, and insurance planning, tailored to meet the unique needs of i... ndividuals, families, retirees, executives, and high-income earners. The firm is known for its independent approach and commitment to client relationships, ensuring personalized service and support. With offices in Montreal and Calgary, Rothenberg Wealth Management serves a diverse clientele across Canada.Read More

What are Rothenberg Capital Management social media links?
Rothenberg Capital Management Linkedin page Rothenberg Capital Management Twitter page Rothenberg Capital Management Facebook page
Is Rothenberg Capital Management a public company?
Rothenberg Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Rothenberg Capital Management

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