ROCKWOOD WEALTH MANAGEMENT, LLC - Financial Advisor in Pennsylvania, New Hope

Tel: 267-983-6400 6464 Lower York Road New Hope, Pennsylvania 18938

About ROCKWOOD WEALTH MANAGEMENT, LLC

ROCKWOOD WEALTH MANAGEMENT, LLC is a New Hope, Pennsylvania based financial advisory firm with nearly $2,185,443,848 in assets under management and provides investment advisory services for 4476 clients. There are currently 48 financial advisors at the firm.

General Information

Firm CRD#:

137481

Firm SEC#:

801-69884

Assets Under Management:

$2,185,443,848

No. of Clients:

4476

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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