Rook Strategies Wealth Management, Pllc
RIAState Registered
Total AUM
$5M
Discretionary
$0
0% of AUM
Avg account
$132K
Accounts
38
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316901
- Website
- rookstrategies.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rook Strategies Wealth Management, PLLC is an independent registered investment advisor that focuses on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. It does not classify itself as a capital allocator and does not engage in ESG investing. Rook Strategies emphasizes a personalized approach to wealth management, tailoring its services to meet the unique needs of its clients.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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