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RHOTOPIA FINANCIAL ADVISORS

RHOTOPIA FINANCIAL

CRD 330618

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2 GRANITE AVE, SUITE 250, MILTON, MA, 02186, United States

Phone

617-690-3878

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$11.8M

Discretionary AUM

$118K

Team

10 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2025-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals6$540K
High net worth individuals5$11.3M
Pooled investment vehicles1—

All web addresses on file

Official SEC filing: View on IAPD