Be advised. This firm is no longer registered.

Bedrock Capital Management, Inc.

Bedrock Capital Management, Inc. (CRD# 120376) is a financial advisory firm headquartered in Los Altos, CA. They manage $310,423,422 in 768 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $404,197
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Bedrock Capital Management, Inc.
No Advisor Found.
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