The Rockwell Financial Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Hicksville, New York
CRD number
26153
Registered since
May 8, 1990

Firm profile

FINTRX

Overview

The Rockwell Financial Group, Inc. is organized as a corporation and is reported to be owned by a combination of a domestic entity and an individual. The firm's publicly provided classification is unclassified and the available metadata indicates limited engagement in specialized advisory roles: it is not listed as a capital allocator, pension consultant, related adviser, or multi-state adviser, and it does not identify as an active ESG investor. Source disclosures for business activities, advisory offerings, and fee structure are minimal.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth