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| Happy Holidays!! thanks for using AUM13F!! |
| Rossby Financial LLC
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| CRD # | 324631 |
| SEC # | 801-127370 |
| CIK # | 0002056510 |
| AUM | $358.6 M (2025-07-22) |
| Employees | 4 (50% Investors, 25% Brokers) |
| Phone | 321-209-0111 |
| Address | 2412 Irwin Street Melbourne, FL 32901 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056510 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.4 | ||
| Apple Inc | 5.2 | ||
| Microsoft Corp | 5.0 | ||
| iShares Silver Trust | 3.6 | ||
| SPDR Gold Trust | 2.4 | ||
| Sprott Physical Silver Trust | 2.4 | ||
| Biosig Technologies Inc | 2.3 | ||
| Facebook Inc | 2.3 | ||
| Alphabet Inc | 2.1 | ||
| Amazon Com Inc | 2.1 | ||
| Alphabet Inc | 1.7 | ||
| Kinder Morgan Inc | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 700 | 126.7 |
| (b) Individuals (high net worth individuals) | 104 | 231.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 358.6 |
| By Discretionary | ||
| Discretionary | 804 | 358.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 804 | 358.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 358.6 | |
| Total | 804 | 358.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056510] |
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|---|---|---|
|
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TX | 0.4 |
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AZ | 0.4 |
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Mountain Hill Investment Partners
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VA | 0.4 |
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Union Square Investment Co
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Howard Wealth Management LLC
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0.4 | |
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Access Financial Resources Inc
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OK | 0.4 |