Eagle Rock Financial Advisers, Ltd.

Overview

Eagle Rock Financial Advisers, Ltd. is a privately held, independent registered investment adviser operating as a corporation and owned by an individual. The firm serves individuals and families and also provides portfolio management for small businesses. Core advisory services are financial planning and discretionary portfolio management. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives