Rockdale Financial Services, Inc.
Rockdale Financial Services, Inc. (CRD# 128829) is a financial advisory firm headquartered in Eatontown, NJ. They manage $42,595,601 in 148 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management43MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$287,808
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
FL, NJ, TX
Stephen Richman (CRD# 853284) is an Investment Advisor Representative working at Rockdale Financial Services, Inc. in Naples, FL and has over 27 years of experience in the finance industry.