Rosen Capital Management - Ownership and Business Overview

Financial ServicesCompany

Rosen Capital Management Ownership

Who owns Rosen Capital Management?

Rosen Capital Management is owned by Creative Planning. It was acquired on June 10, 2022.

Rosen Capital Management Business Overview

Where is Rosen Capital Management headquartered?

Rosen Capital Management is headquartered in Macon, Georgia.

What sector is Rosen Capital Management in?

Rosen Capital Management is a financial services company.

When was Rosen Capital Management founded?

Rosen Capital Management was founded in 1948.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 223 acquisitions of financial services companies in 2022, including 25 acquisitions by private equity firms, and 198 by strategics.

Rosen Capital Management

Rosen Capital Management

119 Calloway Drive,
Macon, Georgia 31204
United States,
(478) 742-1667
www.rosenmoney.com

Rosen Capital Management is a life and health insurance agency transitioning into a full-fledged financial planning and money management firm. Rosen Capital Management specializes in complete financial planning including tax minimization strategies, wealth management, insurance needs, and estate planning. Rosen Capital Management was founded in 1948 and is based in Macon, Georgia.


Company Summary

SECTOR

Financial Services

Established

1948

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