Roche Financial Partners LLC

Roche Financial Partners LLC (CRD# 133604) is a financial advisory firm headquartered in Princeton, NJ. They manage $38,777,171 in 118 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $328,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NJ, NY, OH, PA

Financial Advisors at Roche Financial Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bojana Rovchanin
CRD#: 5977079
313 Commons Way, Princeton, NJ 08540
93
Wealthminder
score

Bojana Rovchanin (CRD# 5977079) is an Investment Advisor Representative working at Roche Financial Partners LLC in Princeton, NJ and has over 6 years of experience in the finance industry.

2
Robert S. Gregov
CRD#: 4899295
212 Carnegie Center, Suite 204, Princeton, NJ 08540
90
Wealthminder
score

Robert Gregov (CRD# 4899295) is an Investment Advisor Representative working at Roche Financial Partners LLC in Princeton, NJ and has 1 year of experience in the finance industry. Robert Gregov has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nicholas R. Karp
CRD#: 2616048
313 Commons Way, Princeton, NJ 08540
87
Wealthminder
score

Nicholas Karp (CRD# 2616048) is an Investment Advisor Representative working at Roche Financial Partners LLC in Princeton, NJ and has over 2 years of experience in the finance industry.

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