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Building 2TARGET ROCK WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone914-580-4530
NotebookSEC #801-130008
Total AUM
$94M
Employees
4
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 PARK AVENUE
FLOOR 9
NEW YORK
NY 10022
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
914-580-4530
Other Offices
4

ReceiptFinancials

Total AUM
$94M
Accounts
89
Discretionary
$94M
Accounts
89
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$17.9M
HNW Individual Clients
40
AUM
$75.6M
Corporation or Business Clients
1
AUM
$593.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTNJNYTX

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

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