Big Rock Advisors LLC
Firm details
- Headquarters
- Sag Harbor, New York
- CRD number
- 330067
- Website
- bigrockadvisorsllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Big Rock Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works primarily with individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and listing pension consulting among its advisory activities. Compensation is flexible: the firm charges a percentage of assets under management and may also bill on an hourly or fixed-fee basis. Big Rock does not identify as an active ESG investor, is not positioned as a capital allocator to other managers, and is not designated a multi-state or newly formed adviser. The firm reports an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds50%
Contacts
3 of 3
Anthony Cardona
Co-FounderCRD 4342194
Sean Hopkins
Investment Advisor RepresentativeCRD 5937931
Stephen Taylor
Co-FounderCRD 4235510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sag Harbor, NY
Suffolk
Location
Sag Harbor, NY
Headquartered in Sag Harbor, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 35 Main St
- Time zone
- ET (UTC-5)
- Office locations
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