Rock Steady Wealth, Inc.

Rock Steady Wealth, Inc. (CRD# 226639) is a financial advisory firm headquartered in Richmond, VA. They manage $2,980,161 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $72,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Rock Steady Wealth, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alexander Casas
CRD#: 6221563
3301 Rosedale Ave, Suite D, Richmond, VA 23230

Alexander Casas (CRD# 6221563) is an Investment Advisor Representative working at Rock Steady Wealth, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.

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