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Building 2ALPHA ROCK INVESTMENTS, LLC

Map pinMALVERN, PA
Phone610-721-1277
NotebookSEC #801-132349
Total AUM
$16.5M
Employees
1
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 PENNSYLVANIA AVE
MALVERN
PA 19355
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
610-721-1277

ReceiptFinancials

Total AUM
$16.5M
Accounts
66
Discretionary
$16.5M
Accounts
66
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$5.6M
HNW Individual Clients
15
AUM
$10.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLPATX

HandshakeAffiliates

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

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