Rockbound Wealth Management
Rockbound Wealth Management (CRD# 292616) is a financial advisory firm headquartered in El Paso, TX. They manage $5,200,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Rockbound Wealth Management
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts42ACCOUNTS
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Average Account Value$123,810
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Rockbound Wealth Management
1
David Preece (CRD# 5485171) is an Investment Advisor Representative working at Rockbound Wealth Management in El Paso, TX and has over 16 years of experience in the finance industry.
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