About ROCKET CAPITAL MANAGEMENT, L.L.C.
Founded in 2010, ROCKET CAPITAL MANAGEMENT, L.L.C. is a reputable financial management firm that specializes in providing expert financial advice and services to its diverse clientele. With a team of highly qualified professionals, the firm has established itself as a leader in the financial industry, helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- ROCKET CAPITAL MANAGEMENT, L.L.C. provides personalized financial solutions to clients, based on their individual needs and goals.
- The firm offers a wide range of financial services, from portfolio management to retirement planning.
- The team at ROCKET CAPITAL MANAGEMENT, L.L.C. stays updated with the latest market trends and regulations to provide clients with the most relevant and effective financial advice.
- The firm strives to build long-term relationships with clients, providing ongoing support and advice throughout their financial journey.
Facts and Insights
Below are some key numbers and information about ROCKET CAPITAL MANAGEMENT, L.L.C.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
These numbers showcase the firm’s success and experience in the financial industry. With half a billion dollars in assets under management and a team of 10 expert advisors, clients can trust ROCKET CAPITAL MANAGEMENT, L.L.C. to handle their finances with care and expertise.
Financial Services Offered
ROCKET CAPITAL MANAGEMENT, L.L.C. offers a wide range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Planning
Client Types
The firm caters to a diverse range of clients, including:
- Individual investors
- High net worth individuals
- Business owners
- Retirees
- Families and generational wealth
Fees & Compensation
ROCKET CAPITAL MANAGEMENT, L.L.C. operates on a fee-based compensation model, where fees are calculated as a percentage of the assets under management. This compensation structure ensures that the firm’s interests are aligned with those of their clients, as they prioritize the growth and protection of their clients’ assets.
Background
The team at ROCKET CAPITAL MANAGEMENT, L.L.C. has decades of combined experience in the financial industry. Their expertise and knowledge have helped numerous clients achieve financial success and stability. The firm prides itself on its commitment to staying updated with the ever-changing financial landscape to provide the best advice and services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROCKET CAPITAL MANAGEMENT, L.L.C. is legally required to disclose any potential conflicts of interest or any relevant disciplinary history. Clients can access this information through the firm’s brochure, Form ADV, which is available on their website or by contacting the firm directly.