Updated:
RockCrest Financial LLC
RockCrest Financial LLC offers flat-fee wealth management and comprehensive financial planning as a Personal Finance CEO. The firm coordinates long-term...
Overview
RockCrest Financial LLC offers flat-fee wealth management and comprehensive financial planning as a Personal Finance CEO. The firm coordinates long-term planning across financial planning, tax strategy, estate planning, investment management, and risk management. It specializes in individuals and families with $1.5MM–$20MM in net worth and high-income earners building wealth.
General information
Firm type
RIA
Year founded
2012
Location
City
Somers Point
Principals
Steven A. Boorstein
Founder & CEO
Aiden Boorstein
Financial Planner
Frequently asked questions
What is RockCrest Financial LLC's investment strategy?
The firm has not published any information regarding its investment strategy, asset-class preferences, or geographic focus. No deals or portfolio companies have been attributed to RockCrest Financial LLC in any external source.
Where is RockCrest Financial LLC located?
The firm's headquarters location is not publicly disclosed. No office addresses or cities are associated with RockCrest Financial LLC in any available source. The entity is registered in the United States.
What is RockCrest Financial LLC's AUM?
RockCrest Financial LLC does not publicly disclose its assets under management. No third-party estimate or reported figure exists in public databases or publications.
What sectors or industries does RockCrest Financial LLC focus on?
The firm has not disclosed any sector preferences or investment themes. No sector tags or portfolio company names are available in any public source.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research RockCrest Financial LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.