ROCKPORT WEALTH ADVISORS - Financial Advisor in Ohio, Fairview Park

Tel: (216) 226-4560 22730 Fairview Center Dr Suite# 150 Fairview Park, Ohio 44126

About ROCKPORT WEALTH ADVISORS

ROCKPORT WEALTH ADVISORS is a Fairview Park, Ohio based financial advisory firm with nearly $513,650,570 in assets under management and provides investment advisory services for 2597 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:

297122

Firm SEC#:

801-126796

Assets Under Management:

$513,650,570

No. of Clients:

2597

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops, Other (CONSULTATION SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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