Rockline Wealth Management LLC
Rockline Wealth Management LLC (CRD# 324004) is a financial advisory firm headquartered in Plainview, NY. They manage $477,507,360 in 1,007 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Rockline Wealth Management LLC
By the Numbers
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Total Assets Under Management478MILLION
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Total Number of Accounts1,007ACCOUNTS
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Average Account Value$474,188
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, FL, NJ, NY, SC, TX, VA
Financial Advisors at Rockline Wealth Management LLC
No Advisor Found.
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