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Building 2ROSEROCK WEALTH MANAGEMENT, LLC

Map pinDALLAS, TX
Phone(214) 220-8989
NotebookSEC #801-120698
Total AUM
$275M
Employees
2
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5950 SHERRY LANE
SUITE 201
DALLAS
TX 75225
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(214) 220-8989

ReceiptFinancials

Total AUM
$275M
Accounts
463
Discretionary
$264.5M
Accounts
462
Non-Discretionary
$10.5M
Accounts
1

ContactClients

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Individual Clients
22
AUM
$10M
HNW Individual Clients
52
AUM
$250.8M
Pension/Profit Sharing Plan Clients
1
AUM
$10.5M
Charitable Organization Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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