Rock Steady Wealth, Inc.
Rock Steady Wealth, Inc. (CRD# 226639) is a financial advisory firm headquartered in Richmond, VA. They manage $3,257,157 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts46ACCOUNTS
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Average Account Value$70,808
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Rock Steady Wealth, Inc.
1
Alexander Casas (CRD# 6221563) is an Investment Advisor Representative working at Rock Steady Wealth, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.
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