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ROCKFLEET FINANCIAL SERVICES, INC.
CRD 149325
8586 POTTER PARK DRIVE, SARASOTA, FL, 34238, United States
Phone
888-909-4489
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$956K
Discretionary AUM
$0
Team
10 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Corporations/business entities | 1 | $956K |
All web addresses on file
Official SEC filing: View on IAPD