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
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in Islip Terrace, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.