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ROCKTOP PARTNERS, LLC

1425 Greenway Drive
Suite 250
Irving, Texas 75038
Tel: 844-456-6316

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About ROCKTOP PARTNERS, LLC

ROCKTOP PARTNERS, LLC, formally registered with the SEC as ROCKTOP PARTNERS, LLC. The firm was established in 07/25/2016. They have over 1 offices throughout the country.

ROCKTOP PARTNERS, LLC is a Irving, Texas based Financial Planning firm with nearly $928,098,561 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283846
SEC#801-108086
Assets Managed by Firm$928,098,561
No. of Clients2
No. of Advisors25

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total2$928,098,561

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