Rocaton Investment Advisors Review

Trust Score 97%
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Rocaton Investment Advisors, federally registered in 2002, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 53 advisors. Rocaton Investment Advisors manages $11.6 billion and provides investment advisory services for 94 clients (1:2 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Avg Account Balance $123,362,765
Hybrid Advisor No
Disciplinary History No
Total AUM $11.6 billion
Advisor / Client Ratio 1:2
Headquarters Norwalk, CT
SEC Filings Forms and Brochures
State(s) Registered CT, NH, NY

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