ROCKWOOD EQUITY PARTNERS LLC

DENVER, Colorado·3 registered advisors·CRD# 163846
SEC# 801-1260032216-342-1790
01

Firm Overview

AUM
$160M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at ROCKWOOD EQUITY PARTNERS LLC

3 registered advisors
Brett R Keith
DENVER, Colorado
H Josef Merrill
DENVER, Colorado
Owen M Colligan
BEACHWOOD, Ohio
05

Office Locations

DENVER, Colorado
2 advisors
BEACHWOOD, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. ROCKWOOD EQUITY PARTNERS LLC (CRD# 163846) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.