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MATHESON & ROCK WEALTH MANAGEMENT, LLC

Tel: 800-682-3937
2322 E. Kimberly Road,
Suite 150n
Davenport, Iowa  52807

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MATHESON & ROCK WEALTH MANAGEMENT, LLC

MATHESON & ROCK WEALTH MANAGEMENT, LLC is a Davenport, Iowa based financial advisory firm with nearly $435,000,000 in assets under management and provides investment advisory services for 1022 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Other (% OF PLAN ASSET

Firm CRD#:

289603

SEC#:

801-114867

No. of Clients:

1022

Assets under Management

$435,000,000

No. of Advisors:

3

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