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ROCKWOOD WEALTH MANAGEMENT, LLC
Tel: 267-983-6400
6464 Lower York Road New Hope, Pennsylvania 18938
ROCKWOOD WEALTH MANAGEMENT, LLC
ROCKWOOD WEALTH MANAGEMENT, LLC is a New Hope, Pennsylvania based financial advisory firm with nearly $2,185,443,848 in assets under management and provides investment advisory services for 4476 clients. There are currently 48 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
137481
SEC#:
801-69884
No. of Clients:
4476
Assets under Management
$2,185,443,848
No. of Advisors:
48
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