Target Rock Wealth Management LLC

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Assets, Funds, Holdings

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Target Rock Wealth Management LLC
CRD #312279
SEC #801-130008
CIK #
AUM $44.5 MM (2024-05-28)
Employees 2 (100% Investors, 0% Brokers)
Phone914-580-4530
Address445 Park Avenue
New York, NY 10022
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
504030201002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 9 25.6
(b) Individuals (high net worth individuals) 47 18.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.6
(n) Other 0 0.0
Total 176 44.5
By Discretionary
Discretionary 176 44.5
Non-Discretionary 0 0.0
Total 176 44.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 44.5
Total 176 44.5
Comparable Firms State AUM ($BB)
Mount Murray Investment Inc
0.0
Hudson View Advisors LLC
NY 0.0
NorthStar Financial Advisors LLC
NY 0.0
Ancora West Advisors LLC
NV 0.0
API Financial Advisors LLC
FL 0.0
Kane Financial LLC
NY 0.0
Wealthpro LLC
NY 0.0
MINT Asset Management LLC
NJ 0.0
Alexander Beard USA Inc
0.0
MW Investment Strategy
CA 0.0
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