Rothrock Financial Group

Overview

Rothrock Financial Group is a sole proprietorship retail advisory practice focused on individual and family clients. The firm is operated by an individual owner and is classified as a non-independent, non-multi-state RIA that charges fees as a percentage of assets under management. Its business activities include the sale of other financial products and the firm reports an affiliation with an insurance company. Advisory activity is conducted on a non-discretionary basis, meaning investment decisions require client approval rather than being handled solely by the adviser. The firm does not identify as an active ESG investor and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices