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ROANOKE ASSET MANAGEMENT CORP
Harborside 5
185 Hudson St., Suite 1640
Jersey City, New Jersey 07311-1213
Tel: 201-985-1111
About ROANOKE ASSET MANAGEMENT CORP
ROANOKE ASSET MANAGEMENT CORP, formally registered with the SEC as ROANOKE ASSET MANAGEMENT CORP. The firm was established in 06/15/1978. They have over 1 offices throughout the country.
ROANOKE ASSET MANAGEMENT CORP is a Jersey City, New Jersey based Financial Planning firm with nearly $317,882,483 assets under management, offering retirement planning & investment advisory services to 119 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107063 |
| SEC# | 801-13857 |
| Assets Managed by Firm | $317,882,483 |
| No. of Clients | 119 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 119 | $317,882,483 |
| Individuals (other than high net worth individuals) | 6 | $2,388,814 |
| High net worth individuals | 49 | $243,880,922 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,244,889 |
| Charitable organizations | 9 | $61,419,015 |
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