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ROCHE ASSET MANAGEMENT, LLC
CRD 170528
2686 S. PIKE AVENUE, SUITE 200, ALLENTOWN, PA, 18103, United States
Phone
610-530-8042
Fax
610-530-1969
Registration
— (—)
Source
State registered
Total AUM
$14.7M
Discretionary AUM
$14.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $14.7M |
All web addresses on file
Official SEC filing: View on IAPD