Overview
Assets Under Management: $166 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 107
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.10
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 560
Discretionary Accounts: 560
Regulatory Filings
CRD Number: 285351
Last Filing Date: 2025-01-13 00:00:00
Website: https://rolekretirement.com