Rocaton Investment Advisors

Rocaton Investment Advisors (CRD# 120451) is a financial advisory firm headquartered in Norwalk, CT. They manage $12,978,250,016 in 128 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
20 Glover Avenue, Norwalk, CT 06850
https://www.linkedin.com/showcase/goldman-sachs-assetmanagement/
By the Numbers
  • Total Assets Under Management
    12,978
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $101,392,578
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
The map below shows states where this firm has explicit registration only.

CT, IL, MD

Financial Advisors at Rocaton Investment Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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