Roka Wealth Strategists
Roka Wealth Strategists (CRD# 143560) is a financial advisory firm headquartered in Roswell, GA. They manage $33,285,075 in 210 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts210ACCOUNTS
Average Account Value$158,500
- 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)
Kari March (CRD# 4021533) is an Investment Advisor Representative working at Roka Wealth Strategists in Roswell, GA and has over 17 years of experience in the finance industry.
Roger Roemmich (CRD# 1293322) is an Investment Advisor Representative working at Roka Wealth Strategists in Bogart, GA and has over 32 years of experience in the finance industry.