R
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2002
- Office Locations
- 1
Office Locations
-- Anthem AZ
About Rockford Asset Management LLC
Rockford Asset Management LLC is a Anthem-based RIA. The firm has been operating for 23 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$226.2K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DOUGLAS CHARLES JOHNSON
Financial Advisor, President
- CRD
- #4609206
- Ownership
- 75% or more
Available
Available
Available
M
MICHAEL CHRISTIAN JOHHNSON
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,131,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,131,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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