Overview
Assets Under Management: $2.1 billion
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 458
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 458
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.39
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,090
Discretionary Accounts: 1,029
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 122693
Filing ID: 1950417
Last Filing Date: 2025-03-28 17:08:00
Website: https://rklwealth.com