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Building 2ROCKLINE WEALTH MANAGEMENT LLC

Map pinISLIP TERRACE, NY
Phone516-605-1624
NotebookSEC #801-127867
Total AUM
$749.6M
Employees
4
Clients
918

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2701 SUNRISE HIGHWAY
ISLIP TERRACE
NY 11752
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
516-605-1624

ReceiptFinancials

Total AUM
$749.6M
Accounts
1,494
Discretionary
$655.6M
Accounts
1,457
Non-Discretionary
$94M
Accounts
37

ContactClients

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Individual Clients
522
AUM
$95M
HNW Individual Clients
339
AUM
$546M
Pension/Profit Sharing Plan Clients
39
AUM
$88M
Charitable Organization Clients
2
AUM
$3M
Corporation or Business Clients
16
AUM
$17.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLMANCNJNYSCTXVA

HandshakeAffiliates

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

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