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David Robert Bockel

CALDWELL & ORKIN INC·NORCROSS, Georgia
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5185 PEACHTREE PARKWAY, NORCROSS, GA 30092-6541CRD# 4304994Firm CRD# 105366
01

About

David Robert Bockel is a registered financial advisor based in NORCROSS, Georgia, affiliated with CALDWELL & ORKIN INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CALDWELL & ORKIN INC
CALDWELL & ORKIN INC
AUM
$73M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CALDWELL & ORKIN INC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4304994
Firm CRD# 105366
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Robert Bockel offer?
David Robert Bockel specializes in Investment Management, Retirement Planning. Contact their office in NORCROSS, Georgia for a consultation.
What are David Robert Bockel's credentials?
David Robert Bockel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Bockel located?
David Robert Bockel is based in NORCROSS, Georgia, working with CALDWELL & ORKIN INC. Their office serves clients in the NORCROSS metropolitan area and surrounding communities.
How does David Robert Bockel charge for services?
David Robert Bockel'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 CALDWELL & ORKIN INC?
CALDWELL & ORKIN INC has approximately 6 employees and manages $73M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORCROSS
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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