East Rock Financial Services, LLC
East Rock Financial Services, LLC (CRD# 147949) is a financial advisory firm headquartered in Burlingame, CA. They manage $97,109,825 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
East Rock Financial Services, LLC
By the Numbers
-
Total Assets Under Management97MILLION
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$2,489,996
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at East Rock Financial Services, LLC
1
Rebecca Contin (CRD# 4317249) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Santa Cruz, CA and has over 22 years of experience in the finance industry.
2
Stephanie Lee (CRD# 5580394) is an Investment Advisor Representative working at East Rock Financial Services, LLC in Burlingame, CA and has over 15 years of experience in the finance industry.
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