Rodriguez Investment Advisory, Inc.
Rodriguez Investment Advisory, Inc. (CRD# 143370) is a financial advisory firm headquartered in Sarasota, FL. They manage $3,700,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Rodriguez Investment Advisory, Inc.
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$67,273
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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.
FL
Financial Advisors at Rodriguez Investment Advisory, Inc.
No Advisor Found.
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