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ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER, Michigan
·
2 registered advisors
·
CRD# 299150
SEC# 801-131112
0
(248) 434-6550
01
Firm Overview
AUM
$121M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ROCHESTER WEALTH STRATEGIES, LLC
2 registered advisors
Dominic D'angelo Garcia
ROCHESTER, Michigan
CRD# 5358850
Xenia Kristina Woltmann
ROCHESTER, Michigan
CRD# 4256157
05
Office Locations
ROCHESTER, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. ROCHESTER WEALTH STRATEGIES, LLC (CRD# 299150) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.