Rockettrader Inc

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Assets, Funds, Holdings

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Rockettrader Inc
CRD #313310
SEC #801-121136
CIK #
AUM $2.0 M (2024-12-02)
Employees 1 (100% Investors, 0% Brokers)
Phone510-788-0774
Address785 Old Hickory Blvd
Brentwood, TN 37027
Source [IAPD] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
3.02.41.81.20.60.02009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 10 0.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 1.3
(n) Other 0 0.0
Total 11 2.0
By Discretionary
Discretionary 11 2.0
Non-Discretionary 0 0.0
Total 11 2.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.0
Total 11 2.0
Comparable Firms State AUM ($B)
Heron Advisory Inc
CA 0.0
Invex Next LLC
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Origin Investment Advisory LLC
MA 0.0
UP Financial USA Inc
0.0
Stackwell Capital Advisers LLC
MA 0.0
Upskill Wealth Management LLC
NY 0.0
Advisifi LLC
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Money on the MIND LLC
0.0
Revolut Wealth Inc
NY 0.0
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