← Back to searchVisit website
ROCKWORTH INVESTMENT SERVICES LLC
CRD 154115
115 ODELL HILL ROAD, CENTER CONWAY, NH, 03813-4411, United States
Phone
603-344-9942
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$7.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $5.5M |
| High net worth individuals | 2 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD