ROSENBAUM, LANNY, KEVIN
Doing business as SIP FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$28,165,682
Discretionary
$0
Non-discretionary
$28,165,682
Firm details
- CRD number
- 144985
- SEC file number
- 801-136467
- Main office
- GLENVILLE, NY, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.