Rofay Financial Services
Rofay Financial Services (CRD# 135485) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $6,020,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Rofay Financial Services
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$334,444
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Rofay Financial Services
No Advisor Found.
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