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Building 2EAST ROCK FINANCIAL SERVICES, LLC

Map pin
Phone415-779-2008
NotebookSEC #801-132755
Total AUM
$135.8M
Employees
4
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
415-779-2008

ReceiptFinancials

Total AUM
$135.8M
Accounts
190
Discretionary
$135.8M
Accounts
190
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$2.1M
HNW Individual Clients
34
AUM
$133.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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