Rook Financial LLC

Overview

Rook Financial LLC is an independent, privately held advisory firm structured as an LLC that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its revenue model includes asset-based fees as well as hourly and fixed-fee arrangements, and the firm does not operate as a capital allocator to outside funds. Regulatory and registration details on the firm are limited in the source data; Rook reports activity across several states and maintains relationships with other investment advisers and an insurance company as industry affiliations. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices