$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2019
- Office Locations
- 1
Office Locations
-- Arvada CO
About Rock Financial Planning
Rock Financial Planning is a founder-led financial planning firm serving entrepreneurs and business owners—especially those balancing business growth with family life. The firm partners with clients to clarify goals and roadblocks and deliver education-focused, straightforward plans that can include investment planning, asset allocation, portfolio construction, and risk management. Custodied at Charles Schwab.
Team overview
30 AVG AGE
$1.4M AVG AUM / ADVISOR
$157.0K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH WILLIAM BRADY
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #5730275
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,413,378 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,413,378 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing