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Building 2ROCKWATER MUNICIPAL ADVISORS, LLC

Map pinIRVINE, CA
Phone949-251-5000
NotebookSEC #801-68293
Total AUM
$475.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2010 MAIN STREET
SUITE 130
IRVINE
CA 92614
United States
Operating Hours
7:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
949-251-5000

ReceiptFinancials

Total AUM
$475.7M
Accounts
70
Discretionary
$363.1M
Accounts
65
Non-Discretionary
$112.6M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

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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