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. FINTRX classifies ownership as a mix of a domestic entity and an individual; the firm is labeled "unclassified" for its advisory type. The database flags the firm as not acting as a capital allocator and not being an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX does not provide descriptive details about the firm’s advisory services, target client segments, or fee schedule, so its specific service model and investment focus are not disclosed in the available data.
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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