B
CRD: 330067
BIG Rock Advisors LLC
SAG Harbor, NY, 11963
6317250300
$20.6M Total AUM
$20.6M Disc. AUM
-- 3Y CAGR
3 Employees
36 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2024
- Office Locations
- 2
Office Locations
35 Main Street SAG Harbor NY
-- Montauk NY
About BIG Rock Advisors LLC
BIG Rock Advisors LLC is a SAG Harbor-based RIA with 2 offices. The firm has been operating for 2 years. Managing $20.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.9M AVG AUM / ADVISOR
$572.8K AVG AUM / CLIENT
1.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
See the complete signal summary connected to focus atlas.
Upgrade to reveal position-level detail across vector horizon.
See the complete signal summary connected to pioneer timber.
Unlock to compare peer behavior around glacier atlas.
Upgrade to reveal position-level detail across insight atlas.
Unlock to compare peer behavior around insight beacon.
Unlock to see real insight on north fusion.
Request access to benchmark trends tied to momentum delta.
Asset Classes
Wave catalyst Beacon
Client Personas
Alpha
Investment Themes
Matrix catalyst Eagle
Investment Vehicles
Legacy
Services
Delta horizon Ridge radial Frontier delta Pathway Ember delta Quantum crest
Owner & Executives
S
Sean Thomas Hopkins
Financial Advisor, Managing Director
- CRD
- #5937931
- Ownership
- 50% but less than 75%
(502) 315-2802
vital.frontier@vectorcapital.com
in linkedin.com/in/vertex-capital
S
STEPHEN WARD TAYLOR
Chief Compliance Officer, Managing Member
- CRD
- #4235510
- Ownership
- 50% but less than 75%
(486) 401-2976
alpha.foundation@insightcapital.com
in linkedin.com/in/oak-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
A
Anthony Joseph Cardona
--
- CRD
- #4342194
(574) 552-5640
catalyst.unison@pathwaycapital.com
in linkedin.com/in/oak-value
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,620,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,620,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $20,620,000
Equity - Exchange:
53.0% Public Funds:
47.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,670,144,835 | 53.0% |
| Public Funds | $2,367,864,287 | 47.0% |
| Total | $5,038,009,122 | 100.0% |