Rowling & Associates LLC
Rowling & Associates LLC (CRD# 308292) is a financial advisory firm headquartered in San Diego, CA. They manage $545,119,650 in 1,238 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management545MILLION
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Total Number of Accounts1,238ACCOUNTS
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Average Account Value$440,323
- 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
AZ, CA, CO, NY, OR, TX, WA
Stephen Doster (CRD# 5693487) is an Investment Advisor Representative working at Rowling & Associates LLC in San Diego, CA and has over 14 years of experience in the finance industry.
Lorenzo Sanchez Lopez (CRD# 6746653) is an Investment Advisor Representative working at Rowling & Associates LLC in San Diego, CA and has 1 year of experience in the finance industry.
Omar Almaraz (CRD# 7727345) is an Investment Advisor Representative working at Rowling & Associates LLC in San Diego, CA and has 1 year of experience in the finance industry.
Shalmali Kulkarni (CRD# 7188172) is an Investment Advisor Representative working at Rowling & Associates LLC in San Diego, CA and has 1 year of experience in the finance industry.
Ashley Stroud (CRD# 5444089) is an Investment Advisor Representative working at Rowling & Associates LLC in Signal Mountain, TN and has over 15 years of experience in the finance industry.