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Building 2ROCKSHELTER CAPITAL MANAGEMENT LLC

Map pinCANONSBURG, PA
Phone412.586.3750
NotebookSEC #801-78811
Total AUM
$329.5M
Employees
4
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 TOWN CENTER BOULEVARD
SUITE 130
CANONSBURG
PA 15317
United States
Operating Hours
8AM - 6PM
Monday - Friday
Phone
412.586.3750

ReceiptFinancials

Total AUM
$329.5M
Accounts
160
Discretionary
$329.5M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$5.8M
HNW Individual Clients
124
AUM
$288M
Pension/Profit Sharing Plan Clients
7
AUM
$12.1M
Charitable Organization Clients
1
AUM
$12.4M
Corporation or Business Clients
5
AUM
$11.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMIPA

HandshakeAffiliates

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

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