1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

Map pinSILVER SPRING, MD
Phone202-899-1400
NotebookSEC #801-115087
Total AUM
$50.2M
Employees
5
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8607 CEDAR ST.
SILVER SPRING
MD 20910
United States
Operating Hours
9-5
Monday - Friday
Phone
202-899-1400

ReceiptFinancials

Total AUM
$50.2M
Accounts
450
Discretionary
$50.2M
Accounts
450
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
171
AUM
$50.1M
Charitable Organization Clients
1
AUM
$136.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLGALAMDNCNJNVNYPASCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account