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Building 2BELL ROCK CAPITAL, LLC

Map pinREHOBOTH BEACH, DE
Phone302-227-7608
NotebookSEC #801-65934
Total AUM
$192.7M
Employees
6
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35568 AIRPORT ROAD
REHOBOTH BEACH
DE 19971
United States
Operating Hours
9:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
302-227-7608
Other Offices
2

ReceiptFinancials

Total AUM
$192.7M
Accounts
714
Discretionary
$192.7M
Accounts
714
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
233
AUM
$48M
HNW Individual Clients
58
AUM
$128.4M
Pension/Profit Sharing Plan Clients
69
AUM
$16.3M

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
Pending Regulatory Proceeding
State Registrations
CADEFLLAMDNJNYPATX

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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