Overview
Assets Under Management: $632 million
Headquarters: ISLIP TERRACE, NY
High-Net-Worth Clients: 340
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 340
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.38
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,321
Discretionary Accounts: 1,270
Non-Discretionary Accounts: 51
Regulatory Filings
CRD Number: 324004
Last Filing Date: 2025-01-31 00:00:00
Website: https://rocklinewealth.com