$66.5M Total AUM
$66.5M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2013
- Office Locations
- 1
Office Locations
1725 Washington Rd. Ste. 603 Pittsburgh PA
About Rockcliff Capital, LLC
Rockcliff Capital, LLC is a Pittsburgh-based RIA providing portfolio management built around low-cost ETFs and mutual funds, with a focus on capital preservation and steady growth. The firm also offers flat-fee financial consulting to individuals and businesses on capital allocation, business purchases/sales, and interest-rate hedging, with custody including Charles Schwab.
Team overview
41 AVG AGE
$66.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREW WILLIAM GANS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5255849
- 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 | $66,543,467 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,543,467 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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