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Last updated: February 23rd, 2020. Data source: SEC filings.
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 $8.7 billion and provides investment advisory services for 28 clients (1:1 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||0|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$312,021,428|
|Total AUM||$8.7 billion|
|Advisor / Client Ratio||1:1|
|SEC Filings||View SEC IAPD CRD #120451|
|State(s) Registered||CT, NH, NY|