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Jared Paul Rochwerg

CASLA CAPITAL PARTNERS LLC·NEW HOPE, Pennsylvania
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41 N. MAIN STREET, NEW HOPE, PA 18938CRD# 4673952Firm CRD# 166686
01

About

Jared Paul Rochwerg is a registered financial advisor based in NEW HOPE, Pennsylvania, affiliated with CASLA CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CASLA CAPITAL PARTNERS LLC
CASLA CAPITAL PARTNERS LLC
AUM
$316M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CASLA CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4673952
Firm CRD# 166686
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jared Paul Rochwerg offer?
Jared Paul Rochwerg specializes in Retirement Planning. Contact their office in NEW HOPE, Pennsylvania for a consultation.
What are Jared Paul Rochwerg's credentials?
Jared Paul Rochwerg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jared Paul Rochwerg located?
Jared Paul Rochwerg is based in NEW HOPE, Pennsylvania, working with CASLA CAPITAL PARTNERS LLC. Their office serves clients in the NEW HOPE metropolitan area and surrounding communities.
How does Jared Paul Rochwerg charge for services?
Jared Paul Rochwerg's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASLA CAPITAL PARTNERS LLC?
CASLA CAPITAL PARTNERS LLC has approximately 4 employees and manages $316M 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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