BELL ROCK CAPITAL, LLC
Rehoboth Beach, Delaware
2.5
2 Reviews
Bell Rock Capital, LLC is a reputable investment advisory firm headquartered in Rehoboth Beach, DE, offering its services to a diverse client base. With an impressive track record, Bell Rock Capital manages assets totaling over $192,724,000 for more than 230 individual clients. This local firm operates across four strategically located offices to provide personalized financial advice and investment management solutions.
While Bell Rock Capital's expertise extends beyond individual and 401K accounts, these assets constitute less than 30% of their total portfolio. The firm boasts comprehensive capabilities to effectively handle emp...
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Assets Under Mgmt
$192.72M
Investment Professionals
5
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Disclosures
Do any of the events below involve you or any of your supervised persons?
Currently the subject of any regulatory proceeedings previously talked about
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