Rocaton Investment Advisors
Rocaton Investment Advisors (CRD# 120451) is a financial advisory firm headquartered in Norwalk, CT. They manage $12,393,319,013 in 155 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12,393MILLION
-
Total Number of Accounts155ACCOUNTS
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Average Account Value$79,956,897
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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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.
CT, IL, MD
Financial Advisors at Rocaton Investment Advisors
No Advisor Found.
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