ROCHESTER WEALTH STRATEGIES, LLC
Tel: (248) 434-6550 439 S. Main Street Suite 250 Rochester, Michigan 48307
About ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER WEALTH STRATEGIES, LLC is a Rochester, Michigan based financial advisory firm with nearly $137,506,708 in assets under management and provides investment advisory services for 409 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
299150
Firm SEC#:
801-131112
Assets Under Management:
$137,506,708
No. of Clients:
409
No. of Advisors:
6
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM
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