Rockford Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 123566
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rockford Asset Management LLC operates as an independent registered investment advisor, primarily catering to individual and family clients. The firm focuses on providing financial planning services and portfolio management for both individuals and small businesses, as well as for larger institutions. Rockford Asset Management LLC does not engage in active ESG investing and does not classify itself as a capital allocator. The firm operates under a fee structure based on a percentage of assets under management, ensuring alignment with client interests.
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
- Exchange Traded Equities100%
Contacts
3 of 3Michael Johhnson
MemberCRD 4609211
Mary Johnson
MemberCRD 4609209
Douglas Johnson
PresidentCRD 4609206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations