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Asset ManagerRIA · CRD 312048State-Registered Investment Adviser

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Rockford Financial Planning

ROCKFORD FINANCIAL PLANNING is a state-registered investment adviser in WILMINGTON, DE. The firm manages $80 million in assets, $72 million on a...

Overview

ROCKFORD FINANCIAL PLANNING is a state-registered investment adviser in WILMINGTON, DE. The firm manages $80 million in assets, $72 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Location

City

Wilmington

Frequently asked questions

What is Rockford Financial Planning's investment approach?

Rockford Financial Planning has not publicly described its investment strategy, asset-class preferences, or geographic focus. No information on fund structures, direct deals, or co-investments is available. The firm's approach is effectively opaque from public records.

Where is Rockford Financial Planning headquartered?

The firm's headquarters location has not been publicly confirmed. No city, state, or country of operation is available from public records or the firm's own materials.

Are there any confirmed portfolio companies or investments associated with Rockford Financial Planning?

No portfolio companies, investment holdings, or transaction records have been publicly linked to Rockford Financial Planning. The firm's investment activity is not visible in any available database or news source.

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