ROLEK RETIREMENT PLANNING - Financial Advisor in Pennsylvania, Berwyn

Tel: (267) 427-5667 1055 Westlakes Drive Suite 300 Berwyn, Pennsylvania 19312

About ROLEK RETIREMENT PLANNING

ROLEK RETIREMENT PLANNING is a Berwyn, Pennsylvania based financial advisory firm with nearly $165,573,599 in assets under management and provides investment advisory services for 560 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

285351

Firm SEC#:

801-129490

Assets Under Management:

$165,573,599

No. of Clients:

560

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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