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Jeffrey Alan Rex

ROCKSHELTER CAPITAL MANAGEMENT LLC·CANONSBURG, Pennsylvania
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4000 TOWN CENTER BOULEVARD, CANONSBURG, PA 15317CRD# 2513385Firm CRD# 169562
01

About

Jeffrey Alan Rex is a registered financial advisor based in CANONSBURG, Pennsylvania, affiliated with ROCKSHELTER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ROCKSHELTER CAPITAL MANAGEMENT LLC
ROCKSHELTER CAPITAL MANAGEMENT LLC
AUM
$330M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ROCKSHELTER CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2513385
Firm CRD# 169562
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Alan Rex offer?
Jeffrey Alan Rex specializes in Investment Management, Fee-Only Advisory. Contact their office in CANONSBURG, Pennsylvania for a consultation.
What are Jeffrey Alan Rex's credentials?
Jeffrey Alan Rex is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Rex located?
Jeffrey Alan Rex is based in CANONSBURG, Pennsylvania, working with ROCKSHELTER CAPITAL MANAGEMENT LLC. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.
How does Jeffrey Alan Rex charge for services?
Jeffrey Alan Rex's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROCKSHELTER CAPITAL MANAGEMENT LLC?
ROCKSHELTER CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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