Rockcrest Financial LLC
Firm details
- Headquarters
- Somers Point, New Jersey
- CRD number
- 282360
- Website
- rockcrestfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.21%
- HNWI44.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rockcrest Financial LLC is an independent, individual-owned advisory firm organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-assets and fixed fees. Rockcrest is state-registered in New Jersey and Pennsylvania and does not position itself as an ESG-focused adviser, pension consultant, or multi-state SEC-registered advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities18%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Somers Point, NJ
Atlantic
Location
Somers Point, NJ
Headquartered in Somers Point, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Atlantic
- Address
- 551 New Rd
- Time zone
- ET (UTC-5)
- Office locations
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