SILVER ROCK FINANCIAL LP

12100 Wilshire Blvd.
Suite 1000
Los Angeles, California 90025
Tel: 424-371-9753

About SILVER ROCK FINANCIAL LP

SILVER ROCK FINANCIAL LP, formally registered with the SEC as SILVER ROCK FINANCIAL LP. The firm was established in 03/25/2016. They have over 2 offices throughout the country.

SILVER ROCK FINANCIAL LP is a Los Angeles, California based Financial Planning firm with nearly $8,088,441,207 assets under management, offering retirement planning & investment advisory services to 58 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283335
SEC#	801-107505
Assets Managed by Firm	$8,088,441,207
No. of Clients	58
No. of Advisors	37

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PORTFOLIO MANAGEMENT FOR FAMILY INVESTMENT VEHICLES AND CHARITABLE ORGANIZATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	58	$8,088,441,207
Charitable organizations	Fewer than 5 clients	$7,310,904
Corporations or other businesses	Fewer than 5 clients	$564,347,768

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