ROCK HARBOR PARTNERS LLC

1865 Palmer Avenue
Suite 108
Larchmont, New York 10538
Tel: 914-215-5873

About ROCK HARBOR PARTNERS LLC

ROCK HARBOR PARTNERS LLC, formally registered with the SEC as ROCK HARBOR PARTNERS LLC. The firm was established in 04/07/2023. They have over 1 offices throughout the country.

ROCK HARBOR PARTNERS LLC is a Larchmont, New York based Financial Planning firm with nearly $2,120,160,114 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322545
SEC#	801-127611
Assets Managed by Firm	$2,120,160,114
No. of Clients	61
No. of Advisors	3

Fee Structure

Fixed fees
Performance Based
Other (DISCRETIONARY BONUS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	61	$2,120,160,114
High net worth individuals	60	$2,104,908,796
Charitable organizations	1	$15,251,318

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
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