Roka Wealth Strategists
Roka Wealth Strategists (CRD# 143560) is a financial advisory firm headquartered in Roswell, GA. They manage $1,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Roka Wealth Strategists
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$1,000,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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.
GA
Financial Advisors at Roka Wealth Strategists
1
Kari March (CRD# 4021533) is an Investment Advisor Representative working at Roka Wealth Strategists in Roswell, GA and has over 24 years of experience in the finance industry.
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