ROCKCREST FINANCIAL LLC
Firm details
- Headquarters
- SOMERS POINT, New Jersey
- CRD number
- 282360
- Website
- rockcrestfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.21%
- HNWI44.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rockcrest Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on private clients—individuals and families—with a practice built around financial planning and discretionary portfolio management for individuals and small businesses. Its typical fee arrangements combine a percentage-of-assets under management schedule with the option for fixed fees. The firm does not identify as a capital allocator and is not flagged as an active ESG investor.
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
- Public Funds/Mutual Funds78%
- Exchange Traded Equities18%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
1 of 1STEVEN BOORSTEIN
CEO and FounderCRD 3179971
Contacts
2 of 2Aiden Boorstein
IARCRD 7854628
JOHN FREDRICK
Investment Adviser RepresentativeCRD 732986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOMERS POINT, NJ
ATLANTIC
Location
SOMERS POINT, NJ
Headquartered in SOMERS POINT, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- ATLANTIC
- Address
- 551 New Rd
- Time zone
- ET (UTC-5)
- Office locations
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