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Home > Retirement Planners > iowa > davenport > MATHESON & ROCK WEALTH MANAGEMENT, LLC
MATHESON & ROCK WEALTH MANAGEMENT, LLC
2322 E. Kimberly Road,
Suite 150n
Davenport, Iowa 52807
Tel: 800-682-3937
About MATHESON & ROCK WEALTH MANAGEMENT, LLC
MATHESON & ROCK WEALTH MANAGEMENT, LLC, formally registered with the SEC as MATHESON & ROCK WEALTH MANAGEMENT, LLC. The firm was established in 03/25/2019. They have over 1 offices throughout the country.
MATHESON & ROCK WEALTH MANAGEMENT, LLC is a Davenport, Iowa based Financial Planning firm with nearly $435,000,000 assets under management, offering retirement planning & investment advisory services to 1022 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289603 |
| SEC# | 801-114867 |
| Assets Managed by Firm | $435,000,000 |
| No. of Clients | 1022 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Other (% OF PLAN ASSETS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1022 | $435,000,000 |
| Individuals (other than high net worth individuals) | 260 | $120,000,000 |
| High net worth individuals | 140 | $280,000,000 |
| Charitable organizations | 2 | $21,000,000 |
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