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Jennifer Rocca

DCA FAMILY OFFICE, LLC·ROSEVILLE, California
Unclaimed Profile
3721 DOUGLAS BLVD, ROSEVILLE, CA 95661CRD# 7576217Firm CRD# 322047
01

About

Jennifer Rocca is a registered financial advisor based in ROSEVILLE, California, affiliated with DCA FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DCA FAMILY OFFICE, LLC
DCA FAMILY OFFICE, LLC
AUM
$139M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at DCA FAMILY OFFICE, LLC →
Services
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7576217
Firm CRD# 322047
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Rocca offer?
Jennifer Rocca specializes in Wealth Management. Contact their office in ROSEVILLE, California for a consultation.
What are Jennifer Rocca's credentials?
Jennifer Rocca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Rocca located?
Jennifer Rocca is based in ROSEVILLE, California, working with DCA FAMILY OFFICE, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Jennifer Rocca charge for services?
Jennifer Rocca's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DCA FAMILY OFFICE, LLC?
DCA FAMILY OFFICE, LLC has approximately 18 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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