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David Harris Larocca

RDM CAPITAL ASSOCIATES INC·SHREWSBURY, New Jersey
Unclaimed Profile
1161 BROAD ST STE 215, SHREWSBURY, NJ 07702CRD# 6069276Firm CRD# 106941
01

About

David Harris Larocca is a registered financial advisor based in SHREWSBURY, 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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6069276
Firm CRD# 106941
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Harris Larocca offer?
David Harris Larocca specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHREWSBURY, New Jersey for a consultation.
What are David Harris Larocca's credentials?
David Harris Larocca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Harris Larocca located?
David Harris Larocca is based in SHREWSBURY, New Jersey, working with RDM CAPITAL ASSOCIATES INC. Their office serves clients in the SHREWSBURY metropolitan area and surrounding communities.
How does David Harris Larocca charge for services?
David Harris 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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Other advisors in SHREWSBURY
Meghann L Clark — FOX ASSET MANAGEMENT LLCSteven Joseph Turi — SKYVIEW INVESTMENT ADVISORS, LLCThomas Francis Flynn — RDM CAPITAL ASSOCIATES INCAndrew Joseph Melnick — SKYVIEW INVESTMENT ADVISORS, LLCWilliam Everett Dodge — FOX ASSET MANAGEMENT LLC
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Research
Advisor Fees in New JerseyNational Fee Analysis
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