MATHESON & ROCK WEALTH MANAGEMENT, LLC
Tel: 800-682-3937 2322 E. Kimberly Road, Suite 150n Davenport, Iowa 52807
About MATHESON & ROCK WEALTH MANAGEMENT, LLC
MATHESON & ROCK WEALTH MANAGEMENT, LLC is a Davenport, Iowa based financial advisory firm with nearly $435,000,000 in assets under management and provides investment advisory services for 1022 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
289603
Firm SEC#:
801-114867
Assets Under Management:
$435,000,000
No. of Clients:
1022
No. of Advisors:
3
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Other (% OF PLAN ASSETS)
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