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- Custodian
- Assetmark · SEI · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-04-2014
- Office Locations
- 1
Office Locations
About Bedrock Investment Advisors
Bedrock Investment Advisors is a Scottsdale-based fiduciary RIA focused on helping individuals build retirement wealth and dependable income through investment advice and portfolio management, retirement planning, tax strategies, and insurance/asset protection. The team applies research on risk, return, correlation, and diversification to set quantifiable goals and keep plans on course, and supports clients nationally, including via platforms such as AssetMark.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY STUART BOETTCHER
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4001659
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TODD ROBERT CARMACK
Investment Advisor Representative
- CRD
- #6370199
JAMES TRUEMAN
Investment Advisor Representative
- CRD
- #1185171
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,768,046 | $178,833 |
| Non-Discretionary | $0 | -- |
| Total | $49,768,046 | $178,833 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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