Rockcrest Financial LLC

RIASEC Registered

Total AUM

$44.3M

Discretionary

$44.3M

100% of AUM

Avg account

$198K

Accounts

224

Employees

3

Advisory reps

3

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

FINTRX

Overview

Rockcrest Financial LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds78%
Exchange Traded Equities18%
Cash & Cash Equivalents3%
Other1%

Owners & executives

1 of 1

Steven Boorstein
CEO and FounderCRD 3179971

Contacts

2 of 2

Aiden Boorstein
IARCRD 7854628
John Fredrick
Investment Adviser RepresentativeCRD 732986

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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