THE ROCKWELL FINANCIAL GROUP, INC.
Firm details
- Headquarters
- HICKSVILLE, New York
- CRD number
- 26153
- Registered since
- May 8, 1990
Firm profile
FINTRXOverview
The Rockwell Financial Group, Inc. is organized as a corporation and is recorded as an SEC-registered adviser since 1990. Ownership is reported as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and provides limited detail about its advisory services or client segments. Regulatory and operational flags in the snapshot indicate the firm is not a capital allocator, is not identified as an active ESG investor, and is not designated a multi-state adviser. It is not listed as a pension consultant or a related adviser, and it is not newly formed. Beyond those registry attributes, the firm has not supplied material information about its business activities, investment approach, or client focus.
Assets & Accounts
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
Owners & executives
1 of 1HUGH DUNN
Vice President, Chief Compliance OfficerCRD 2219252
Contacts
2 of 2MICHAEL HALKITIS
PresidentCRD 2246940
EDWIN CHARLES
ManagerCRD 6151975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HICKSVILLE, NY
NASSAU
Location
HICKSVILLE, NY
Headquartered in HICKSVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 240 W Old Country Rd
- Time zone
- ET (UTC-5)
- Office locations
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