$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2022
- Office Locations
- 1
Office Locations
303 Congressional Blvd 2ND Floor Carmel IN
About Rockford Group Investment Advisor
Rockford Group Investment Advisor is a Carmel, IN-based RIA providing customized financial and investment planning, portfolio construction, and retirement/legacy guidance for individuals and families. The firm emphasizes fiduciary advice and client education, with regular ongoing reviews. It coordinates with clients' attorneys, bankers, and accountants and can provide referrals; custody includes Charles Schwab.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
$66.7K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Technology
Available
Owner & Executives
R
ROCKFORD STITES
Chief Compliance Officer, Managing Member
- CRD
- #4429330
- Ownership
- 50% but less than 75%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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