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H Josef Merrill

ROCKWOOD EQUITY PARTNERS LLC·DENVER, Colorado
Unclaimed Profile
200 COLUMBINE STREET, DENVER, CO 80206CRD# 3250387Firm CRD# 163846
01

About

H Josef Merrill is a registered financial advisor based in DENVER, Colorado, affiliated with ROCKWOOD EQUITY PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ROCKWOOD EQUITY PARTNERS LLC
ROCKWOOD EQUITY PARTNERS LLC
AUM
$160M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at ROCKWOOD EQUITY PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3250387
Firm CRD# 163846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does H Josef Merrill offer?
H Josef Merrill specializes in Retirement Planning. Contact their office in DENVER, Colorado for a consultation.
What are H Josef Merrill's credentials?
H Josef Merrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is H Josef Merrill located?
H Josef Merrill is based in DENVER, Colorado, working with ROCKWOOD EQUITY PARTNERS LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does H Josef Merrill charge for services?
H Josef Merrill'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 ROCKWOOD EQUITY PARTNERS LLC?
ROCKWOOD EQUITY PARTNERS LLC has approximately 11 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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