Dow Rockwell LLC
Dow Rockwell LLC (CRD# 133307) is a financial advisory firm headquartered in San Rafael, CA. They manage $2,700,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$540,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Richard Rockwell (CRD# 2665703) is an Investment Advisor Representative working at Dow Rockwell LLC in San Rafael, CA and has over 20 years of experience in the finance industry.