Overview
Assets Under Management: $392 million
Headquarters: CANONSBURG, PA
High-Net-Worth Clients: 158
Average Client Assets: $2.1 million
Frequently Asked Questions
ROCKSHELTER CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169562), ROCKSHELTER CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
ROCKSHELTER CAPITAL MANAGEMENT LLC is headquartered in CANONSBURG, PA.
ROCKSHELTER CAPITAL MANAGEMENT LLC serves 158 high-net-worth clients according to their SEC filing dated February 15, 2018. View client details ↓
According to their SEC Form ADV, ROCKSHELTER CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
ROCKSHELTER CAPITAL MANAGEMENT LLC manages $392 million in client assets according to their SEC filing dated February 15, 2018.
According to their SEC Form ADV, ROCKSHELTER CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.39%
Average Client Assets: $2.1 million
Total Client Accounts: 207
Discretionary Accounts: 207
Regulatory Filings
CRD Number: 169562
Filing ID: 1172823
Last Filing Date: 2018-02-15 14:37:00