Sign in
Create a free account
ROCKPORT WEALTH ADVISORS
FAIRVIEW PARK, OH
(216) 226-4560
SEC #801-126796Total AUM
$676.4M
Employees
15Clients
1,623Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
22730 FAIRVIEW CENTER DR
SUITE# 150
FAIRVIEW PARK
OH 44126
United States
SUITE# 150
FAIRVIEW PARK
OH 44126
United States
Operating Hours
8;00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(216) 226-4560
Other Offices
3
Financials
Total AUM
$676.4M
Accounts
3,004Discretionary
$676.4M
Accounts
3,004Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,364AUM
$285.6M
HNW Individual Clients
248AUM
$384.2M
Charitable Organization Clients
2AUM
$911.6K
Corporation or Business Clients
9AUM
$5.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLINKYLANCNYOHPASCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.