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. The firm’s ownership is listed as a combination of a domestic entity and an individual. In the available dataset the firm is classified as "Unclassified" and several common advisory functions are explicitly marked negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Details about the firm’s advisory activities, fee schedules, client segments, or specific business lines were not provided in the source data. That leaves the public profile focused on corporate form and regulatory vintage rather than on investment strategy or client-facing services.
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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