The Rockwell Financial Group, Inc.
Firm details
- Headquarters
- Hicksville, New York
- CRD number
- 26153
- Registered since
- May 8, 1990
Firm profile
FINTRXOverview
The Rockwell Financial Group, Inc. is organized as a corporation and has been SEC-registered since 1990. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and records that it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The dataset contains limited detail about the firm’s advisory offerings, investment process, or client segments.
Assets & Accounts
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
Owners & executives
1 of 1Hugh Dunn
Vice President, Chief Compliance OfficerCRD 2219252
Contacts
2 of 2Michael Halkitis
PresidentCRD 2246940
Edwin Charles
ManagerCRD 6151975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hicksville, NY
Nassau
Location
Hicksville, NY
Headquartered in Hicksville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 240 W Old Country Rd
- Time zone
- ET (UTC-5)
- Office locations
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