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).
Current Firm Details
Bedrock Capital Management, Inc.
By the Numbers
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Total Assets Under Management310MILLION
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Total Number of Accounts768ACCOUNTS
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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
Registered Investment Advisor
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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