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Building 2MATHESON & ROCK WEALTH MANAGEMENT, LLC

Map pinDAVENPORT, IA
Phone800-682-3937
NotebookSEC #801-114867
Total AUM
$530M
Employees
3
Clients
428

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2322 E. KIMBERLY ROAD,
SUITE 150N
DAVENPORT
IA 52807
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
800-682-3937

ReceiptFinancials

Total AUM
$530M
Accounts
1,070
Discretionary
$530M
Accounts
1,070
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
265
AUM
$149M
HNW Individual Clients
160
AUM
$335M
Banking Clients
1
AUM
$20M
Charitable Organization Clients
2
AUM
$26M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
% OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIAILINLATXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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