ROCKLINE WEALTH MANAGEMENT LLC

2701 Sunrise Highway
Islip Terrace, New York 11752
Tel: 516-605-1624

About ROCKLINE WEALTH MANAGEMENT LLC

ROCKLINE WEALTH MANAGEMENT LLC, formally registered with the SEC as ROCKLINE WEALTH MANAGEMENT LLC. The firm was established in 05/01/2023. They have over 1 offices throughout the country.

ROCKLINE WEALTH MANAGEMENT LLC is a Islip Terrace, New York based Financial Planning firm with nearly $631,676,085 assets under management, offering retirement planning & investment advisory services to 1321 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324004
SEC#	801-127867
Assets Managed by Firm	$631,676,085
No. of Clients	1321
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1321	$631,676,085
Individuals (other than high net worth individuals)	412	$69,591,495
High net worth individuals	340	$450,907,324
Pension and profit sharing plans	56	$93,233,619
Charitable organizations	2	$2,572,093
Corporations or other businesses	15	$15,371,554

More Retirement Planning firms in Islip Terrace, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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