Overview
Assets Under Management: $496 million
Headquarters: SEWICKLEY, PA
High-Net-Worth Clients: 18
Average Client Assets: $27 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.44
Average High-Net-Worth Client Assets: $27 million
Total Client Accounts: 191
Discretionary Accounts: 173
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 167665
Last Filing Date: 2024-03-27 00:00:00
Website: http://www.rootstockwealth.com