What departments does Rose Street Advisors have?

Rose Street Advisors has employees across 2 departments including Entrepreneurship, Finance.

What is the largest department at Rose Street Advisors?

The largest department at Rose Street Advisors is Entrepreneurship with 1 employees.

Where are Rose Street Advisors employees located globally?

Rose Street Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Rose Street Advisors's team size changed over time?

Rose Street Advisors's team has grown from approximately 5 to 6 employees based on available data.

Rose Street Advisors Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Rose Street Advisors is a financial services firm based in Kalamazoo, Michigan, that provides a comprehensive approach to wealth management for business owners, affluent families, and high‑income professionals. The firm emphasizes integrating employee benefits, life insurance, investment management, and retirement planning to support clients' financial goals today and for future generations, aiming to align these services under one roof. As the only West Michigan member of the M Financial Group, Rose Street Advisors has access to exclusive products and pricing that enhance service levels for its clients. The company operates with a focus on putting people before products, reflecting a multi-disciplined advisory model that has evolved over more than seven decades. In addition to its core advisory services, the firm has engaged in partnerships and growth activity, including an acquisition in 2019 and a later affiliation with Pershing LLC for custody services.

Rose Street Advisors Global Highlights

North America
15

United States Of America
15

Rose Street Advisors's Leadership

E. D.
Chief Executive Officer
Mobile Phone
Email
J. I.
Investment Specialist
Mobile Phone
Email

Rose Street Advisors Employee Metrics

100%

50%

0%

2026

2025

Human Resources
Business
Accounting
Administrative
Analytics
Other
Community & Social Services

Contact profiles from Rose Street Advisors

Name

Title

Contact

Location

Last Update

E. D.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
J. I.
Investment Specialist
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Rose Street Advisors known for?

Rose Street Advisors was founded in 1940 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-233-****

. Explore Rose Street Advisors's company overview page for more information.

What is Rose Street Advisors's most common email format?

Rose Street Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rose Street Advisors email formats with LeadIQ.

How many employees does Rose Street Advisors have currently?

Rose Street Advisors has approximately 33 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Rose Street Advisors's key employees and leadership?

As of July 2026, Rose Street Advisors's key employees include:

Chief Executive Officer: E. D.
Investment Specialist: J. I.

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Rose Street Advisors Employee Directory

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