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Rockettrader Inc
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CRD # | 313310 |
SEC # | 801-121136 |
CIK # | |
AUM | $1.8 MM (2024-03-26) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 510-788-0774 |
Address | 785 Old Hickory Blvd Brentwood, TN 37027 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($1000's) |
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AUM Breakdown | Accounts | AUM ($1000's) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 11 | 1,750.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 13 | 1,750.0 |
By Discretionary | ||
Discretionary | 13 | 1,750.0 |
Non-Discretionary | 0 | 0.0 |
Total | 13 | 1,750.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,750.0 | |
Total | 13 | 1,750.0 |
Comparable Firms | State | AUM ($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
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|
TX | 0.0 |