The Roosevelt Investment Group, Inc.

New York
Registered In
11/20/1990
Incorp. Date

Company Summary

The Roosevelt Investment Group, Inc. in New York was registered on 11/20/1990.

Overview

Registered In
New York
Incorporation Date
Company Type
Domestic Business Corporation
Status
Not Available
Registration Type
Domestic
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People

The Roosevelt Investment Group, Inc. DOS Process
730 THIRD AVE FL 23RD, NEW YORK, NY 10017
The Roosevelt Investment Group, Inc. Location
730 THIRD AVE FL 23RD, NEW YORK, NY 10017
Adam Sheer CEO
730 THIRD AVE FL 23RD, NEW YORK, NY 10017

Map & Locations

New York County View Map

Financials

Financial Information for The Roosevelt Investment Group, Inc.

Form 5500

THE ROOSEVELT INVESTMENT GROUP, INC.

570 Lexington Avenue Suite 1800, New York, Ny 10022 (646) 452-6700 EIN:13-3592307 Plan Admin:David Sheer
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2021 Plan NameTHE ROOSEVELT INVESTMENT GROUP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY40 / 0 Assets BOY/EOY$9,735,076 / $0 2021 THE ROOSEVELT INVESTMENT GROUP 401(K) RETIREMENT PLAN - Plan #001 40 / 0 $9,735,076 / $0
2020 Plan NameTHE ROOSEVELT INVESTMENT GROUP 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY41 / 40 Assets BOY/EOY$8,552,054 / $9,735,076 2020 THE ROOSEVELT INVESTMENT GROUP 401(K) RETIREMENT PLAN - Plan #001 41 / 40 $8,552,054 / $9,735,076
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
The Roosevelt Investment Group, Inc. Registered in Rhode Island
Delray Beach, FL (1 more) View Report

Sources

The following government agencies have contributed data:

• New York Department of State • U.S. Department of Labor
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