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LIME ROCK
274 Riverside Avenue
3rd Floor
Westport, Connecticut 06880
Tel: 203-293-2750
About LIME ROCK
LIME ROCK, formally registered with the SEC as LIME ROCK. The firm was established in 03/30/2012. They have over 2 offices throughout the country.
LIME ROCK is a Westport, Connecticut based Financial Planning firm with nearly $12,667,511,156 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 213 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157127 |
| SEC# | 801-73847 |
| Assets Managed by Firm | $12,667,511,156 |
| No. of Clients | 26 |
| No. of Advisors | 213 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $12,667,511,156 |
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