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Matthew Latimer Larocca

RDM CAPITAL ASSOCIATES INC·RED BANK, New Jersey
Clean recordRDM CAPITAL ASSOCIATES INC
263 BROAD ST, RED BANK, NJ 07701CRD# 5873426Firm CRD# 106941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Latimer Larocca · RED BANK, NJ
Registration
CRD #5873426 · RDM CAPITAL ASSOCIATES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Latimer Larocca is a registered financial advisor based in RED BANK, New Jersey, affiliated with RDM CAPITAL ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RDM CAPITAL ASSOCIATES INC
RDM CAPITAL ASSOCIATES INC
AUM
$107M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5873426
Firm CRD# 106941
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Latimer Larocca offer?
Matthew Latimer Larocca specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Matthew Latimer Larocca's credentials?
Matthew Latimer Larocca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Latimer Larocca located?
Matthew Latimer Larocca is based in RED BANK, New Jersey, working with RDM CAPITAL ASSOCIATES INC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Matthew Latimer Larocca charge for services?
Matthew Latimer Larocca'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 RDM CAPITAL ASSOCIATES INC?
RDM CAPITAL ASSOCIATES INC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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