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John Bernard Roeckel

FUHRMAN MANAGEMENT ASSOCIATES, INC.·FORT WASHINGTON, Pennsylvania
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512 S. BETHLEHEM PIKE, FORT WASHINGTON, PA 19034CRD# 2160032Firm CRD# 121193
01

About

John Bernard Roeckel is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with FUHRMAN MANAGEMENT ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FUHRMAN MANAGEMENT ASSOCIATES, INC.
FUHRMAN MANAGEMENT ASSOCIATES, INC.
AUM
$249M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2160032
Firm CRD# 121193
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Bernard Roeckel offer?
John Bernard Roeckel specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are John Bernard Roeckel's credentials?
John Bernard Roeckel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bernard Roeckel located?
John Bernard Roeckel is based in FORT WASHINGTON, Pennsylvania, working with FUHRMAN MANAGEMENT ASSOCIATES, INC.. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does John Bernard Roeckel charge for services?
John Bernard Roeckel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUHRMAN MANAGEMENT ASSOCIATES, INC.?
FUHRMAN MANAGEMENT ASSOCIATES, INC. has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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