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ROCKDALE FINANCIAL SERVICES, INC.
CRD 128829
99 CORBETT WAY, SUITE 103, EATONTOWN, NJ, 07724, United States
Phone
732-695-2100
Fax
732-695-2090
Registration
— (—)
Source
State registered
Total AUM
$58.9M
Discretionary AUM
$0
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 238 | $31.7M |
| High net worth individuals | 24 | $27.2M |
All web addresses on file
- https://www.facebook.com/rockdalefinancial/
- HTTP://WWW.ROCKASSETS.COM
- https://x.com/i/flow/login?redirect_after_login=%2Frockassets1
- https://www.linkedin.com/company/rockdale-financial-services
- https://www.youtube.com/@rockdalefinancialservices
- https://www.instagram.com/rockassets/
- https://x.com/rockassets1
Official SEC filing: View on IAPD