RockCrest Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,379,822
Total clients
97
11% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
32
Average account size
$385,359
Client services
Fee options
$7,500 to $24,000 per year ($625 to $2,000 per month) for the Personal Finance CEO Service which includes financial planning and investment management.
0.96% annually (Investment Management Only service)
Account minimum: No mandatory minimum account size stated; however, the Personal Finance CEO Service generally targets clients with at least $500,000 in net worth (excluding their home).
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
RockCrest Financial LLC
551 New Road, Suite B
Somers Point NJ 08244, United States
Number of offices
3
Forms ADV
Quick links
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