Rockpointe Financial
Rockpointe Financial (CRD# 120365) is a financial advisory firm headquartered in Dublin, OH. They manage $17,000,000 in 220 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$77,273
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Rockpointe Financial
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.