R
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-30-2013
- Office Locations
- 1
Office Locations
-- Milton GA
About Rock ONE Advisors, LLC
Rock ONE Advisors, LLC is a Milton-based RIA. The firm has been operating for 13 years. Managing $3.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$130.2K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ABDUL-MAJID KARIM HASAN II
Chief Compliance Officer, Director of Education, Managing Member
- CRD
- #5538321
- 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 | $3,775,992 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,775,992 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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