Rockettrader Inc

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Assets, Funds, Holdings

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Rockettrader Inc
CRD #313310
SEC #801-121136
CIK #
AUM $1.8 MM (2024-03-26)
Employees 1 (100% Investors, 0% Brokers)
Phone510-788-0774
Address785 Old Hickory Blvd
Brentwood, TN 37027
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($1000's)
18001440108072036002009201420192025
AUM Breakdown Accounts AUM ($1000's)
By Client Type
(a) Individuals (other than high net worth individuals) 11 1,750.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 13 1,750.0
By Discretionary
Discretionary 13 1,750.0
Non-Discretionary 0 0.0
Total 13 1,750.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,750.0
Total 13 1,750.0
Comparable Firms State AUM ($BB)
Herring RIA Sub LLC
CA 0.0
IQvestment LLC
MA 0.0
Quantalytics Investment Advisors LLC
NJ 0.0
Sagewater Wealth Management LLC
CA 0.0
Fingage Advisors LLC
CA 0.0
Circular Wealth Advisors Inc
FL 0.0
Wolverine Investment Advisors LLC
GA 0.0
Strategic Swiss Advisors SARL
0.0
Fruitful Advisory LLC
NY 0.0
Nytrx LLC
TX 0.0
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