This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2016
- Office Locations
- 2
Office Locations
About Rockcrest Financial LLC
RockCrest Financial is an independent RIA offering values-based, concierge-style financial planning with ongoing portfolio management for individuals and families (often $1M–$10M net worth) and high-income earners. The firm delivers a written long-term plan, proactive tax strategy, risk/insurance reviews, and estate planning coordination while quarterbacking CPAs and attorneys. All-inclusive monthly flat-fee model, no commissions; custody through Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN ALAN BOORSTEIN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3179971
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Aiden Thomas Boorstein
Intern
- CRD
- #7854628
JOHN PHILIP FREDRICK
--
- CRD
- #732986
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,328,918 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,328,918 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing