CRD: 154115
Rockworth Investment Services LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2011
- Office Locations
- 1
Office Locations
About Rockworth Investment Services LLC
Rockworth Investment Services is a registered investment adviser in New Hampshire and Maine led by financial advisor Janice Ainsworth. The firm builds and actively manages customized portfolios for long-term financial and retirement goals, aligning allocations to each client’s risk tolerance and explaining market impacts along the way. Portfolios are primarily implemented with ETFs and mutual funds, with Schwab as a key custodian.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JANICE G AINSWORTH
Manager, Registered Investment Advisor
- CRD
- #5737205
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,638,000 | -- |
| Non-Discretionary | $148,940 | -- |
| Total | $7,786,940 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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