Rock One Advisors, LLC
RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$130K
Accounts
29
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167431
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.76%
- Individuals49.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Rock One Advisors, LLC is an independent registered investment advisor focused on providing financial planning and portfolio management services primarily for individuals and families. The firm operates as a limited liability company and is structured to offer personalized financial solutions tailored to the unique needs of its clients. Rock One Advisors emphasizes a client-centric approach, ensuring that each client receives dedicated attention and customized strategies to meet their financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities63%
- Exchange Traded Equities13%
- US Government Bonds10%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Contacts
1 of 1
Abdul-majid Hasan
Managing PartnerCRD 5538321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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