BELL ROCK CAPITAL, LLC
  • BELL ROCK CAPITAL, LLC
  • 200DEEP
  • BLUE ROCKEFELLER, LLC

Adviser Profile

As of Date 08/25/2023
Registration status Terminated
ADV Location REHOBOTH BEACH, DE, United States
Contact Info 302 xxxxxxx
Websites
AUM* 192,723,522 -19%
of that, discretionary 192,723,522 -19%
Number of Employees 6
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 269,921 -16%
% High Net Worth 19.93% 53%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

245M 210M 175M 140M 105M 70M 35M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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