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Building 2ROCKWELL GLOBAL ADVISORS, LLC

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Phone631-608-2043
NotebookSEC #801-81114
Total AUM
$28.8M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
631-608-2043

ReceiptFinancials

Total AUM
$28.8M
Accounts
60
Discretionary
$11.5M
Accounts
13
Non-Discretionary
$17.3M
Accounts
47

ContactClients

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None reported

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

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
COFLNJNY

HandshakeAffiliates

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

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