Rockford Group Investment Advisor
Rockford Group Investment Advisor (CRD# 317946) is a financial advisory firm headquartered in Carmel, IN. They manage $5,100,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Rockford Group Investment Advisor
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$75,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Rockford Group Investment Advisor
1
Rockford Stites (CRD# 4429330) is an Investment Advisor Representative working at Rockford Group Investment Advisor in Carmel, IN and has over 10 years of experience in the finance industry.
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