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ROKA WEALTH STRATEGISTS
ROSWELL, GA
770-817-0412
SEC #801-67915Total AUM
$48.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1901 MACY DRIVE
ROSWELL
GA 30076
United States
ROSWELL
GA 30076
United States
Operating Hours
9:00 - 5:00 EST
Monday - Friday
Monday - Friday
Phone
770-817-0412
Financials
Total AUM
$48.3M
Accounts
321Discretionary
$48.3M
Accounts
321Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
GA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.