$72.8M Total AUM
$72.8M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-16-2005
- Office Locations
- 1
Office Locations
212 Carnegie Center Suite 204 Princeton NJ
About Roche Financial Partners LLC
Roche Financial Partners is a New Jersey–based RIA providing goal-based planning for pre-retirees and other individuals, spanning retirement and education planning, lifetime and monthly budgeting/cash management, insurance reviews, estate planning, and tax planning. The firm builds and oversees investment strategies with an emphasis on transparency and risk-managed asset allocation, and can custody at Schwab.
Team overview
-- AVG AGE
$72.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ROBERT S GREGOV
Financial Advisor, General Partner, President
- CRD
- #4899295
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,814,056 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,814,056 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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