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Target Rock Wealth Management LLC
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CRD # | 312279 |
SEC # | 801-130008 |
CIK # | |
AUM | $44.5 MM (2024-05-28) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 914-580-4530 |
Address | 445 Park Avenue New York, NY 10022 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 9 | 25.6 |
(b) Individuals (high net worth individuals) | 47 | 18.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 176 | 44.5 |
By Discretionary | ||
Discretionary | 176 | 44.5 |
Non-Discretionary | 0 | 0.0 |
Total | 176 | 44.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 44.5 | |
Total | 176 | 44.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mount Murray Investment Inc
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|
0.0 | |
Hudson View Advisors LLC
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|
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 |