Old Rock Asset Management LLC

Old Rock Asset Management LLC (CRD# 145748) is a financial advisory firm headquartered in , . They manage $151,834,265 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $2,663,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, NY

Financial Advisors at Old Rock Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
John W. Russell
CRD#: 1886614
Weston, CT
93
Wealthminder
score

John Russell (CRD# 1886614) is an Investment Advisor Representative working at Old Rock Asset Management LLC in Weston, CT and has over 28 years of experience in the finance industry.

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