BELL ROCK CAPITAL, LLC

REHOBOTH BEACH, Delaware·4 registered advisors·CRD# 139163

SEC# 801-659342302-227-7608

01

Firm Overview

AUM

$193M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BELL ROCK CAPITAL, LLC

4 registered advisors

Andres Felipe Bonell

REHOBOTH BEACH, Delaware

Jacqueline Reeves

REHOBOTH BEACH, Delaware

Jacquelyn Kerry Blue

REHOBOTH BEACH, Delaware

Marguerite Cassandra Toroian

REHOBOTH BEACH, Delaware

05

Office Locations

REHOBOTH BEACH, Delaware

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Data sourced from SEC Form ADV filings. BELL ROCK CAPITAL, LLC (CRD# 139163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.