Desert Rose Capital Management, Inc.

Desert Rose Capital Management, Inc. (CRD# 154331) is a financial advisory firm headquartered in Meridian, ID. They manage $117,194,781 in 701 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
2929 W. Navigator Drive, Ste. 300, Meridian, ID 83642
https://www.linkedin.com/company/desert-rose-capital-management/about/
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    701
    ACCOUNTS
  • Average Account Value
    $167,182
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, ID, KY, LA, NE, NV, OH, OR, TX, UT, WA, WY

Financial Advisors at Desert Rose Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kirk Stafford, financial advisor Meridian ID
Kirk A. Stafford
CRD#: 5472381
2929 W. Navigator Drive, Ste. 300, Meridian, ID 83642

Kirk Stafford (CRD# 5472381) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Meridian, ID and has over 16 years of experience in the finance industry.

2
Nathaniel Stoddard, financial advisor Meridian ID
Nathaniel D. Stoddard
CRD#: 5194641
2929 W. Navigator Drive, Ste. 300, Meridian, ID 83642

Nathaniel Stoddard (CRD# 5194641) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Meridian, ID and has over 16 years of experience in the finance industry.

3
Spencer Anderson, financial advisor Meridian ID
Spencer W. Anderson
CRD#: 6104545
2929 W. Navigator Drive, Ste. 300, Meridian, ID 83642

Spencer Anderson (CRD# 6104545) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Meridian, ID and has 1 year of experience in the finance industry.

4
Drew McCurdy, financial advisor Valley Springs CA
Drew M. McCurdy
CRD#: 7786003
42 S. Highway 26, Suite E, Valley Springs, CA 95252

Drew McCurdy (CRD# 7786003) is an Investment Advisor Representative working at Desert Rose Capital Management, Inc. in Valley Springs, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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