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Rolf Adler Group Inc (Aurora)


Rolf Adler Group Inc is an adviser based in Aurora. It manages $87 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Rolf Adler Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rolf Adler Group: assets under management

The assets under management (AUM) of Rolf Adler Group Inc is $87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 107% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $977.53 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rolf Adler Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Aurora

The principal office where Rolf Adler Group Inc performs its advisory services is located at 420 Bardmore Circle, Aurora, OH 44202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-562-8969 or by fax 330-562-8969. The normal business hours are 9 am to 5 pm on Monday - Friday.


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