Home
›
Firms
›
BEDROCK CAPITAL MANAGEMENT, INC.
BEDROCK CAPITAL MANAGEMENT, INC.
LOS ALTOS, California
·
4 registered advisors
·
CRD# 120376
SEC# 801-61822
650-964-7024
01
Firm Overview
AUM
$310M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BEDROCK CAPITAL MANAGEMENT, INC.
4 registered advisors
Eric Richard Lewis
LOS ALTOS, California
CRD# 4707701
Joel Michael Shaps
LOS ALTOS, California
CRD# 4532841
Lois Ann Springsteen
LOS ALTOS, California
CRD# 4916642
Sharon Lea Lacy
LOS ALTOS, California
CRD# 5325297
05
Office Locations
LOS ALTOS, California
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. BEDROCK CAPITAL MANAGEMENT, INC. (CRD# 120376) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.