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 with ownership recorded as a mix of a domestic entity and an individual. Publicly available data for the firm is sparse: there are no published descriptions of its client base, fee structure, specific advisory activities, or typical business lines. The firm is categorized as "unclassified" in the dataset, which indicates limited profile detail in the source record. Recorded attributes show The Rockwell Financial Group, Inc. is not identified as a capital allocator and does not list itself as an active ESG investor. It is not designated as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm maintains three office locations (no further location details are provided in the source).
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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