Rockefeller Capital Management
Rockefeller Capital Management (CRD# 291361) is a financial advisory firm headquartered in New York, NY. They manage $51,821,018,176 in 61,461 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management51,821MILLION
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jennifer Anderson (CRD# 5766353) is an Investment Advisor Representative working at Rockefeller Capital Management in Winter Park, FL and has over 8 years of experience in the finance industry.
Katarzyna Anemodouras (CRD# 5750775) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 7 years of experience in the finance industry.
Michael Armondo (CRD# 2459625) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 30 years of experience in the finance industry.
Matthew Ashley (CRD# 4732477) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 19 years of experience in the finance industry.
Michael Athanas (CRD# 1776714) is an Investment Advisor Representative working at Rockefeller Capital Management in Atlanta, GA and has over 36 years of experience in the finance industry.
James Augustine (CRD# 3105173) is an Investment Advisor Representative working at Rockefeller Capital Management in San Antonio, TX and has over 25 years of experience in the finance industry.
Angela Bacon (CRD# 2090237) is an Investment Advisor Representative working at Rockefeller Capital Management in Houston, TX and has over 31 years of experience in the finance industry.
Morgan Badersnider (CRD# 5954978) is an Investment Advisor Representative working at Rockefeller Capital Management in Grand Rapids, MI and has over 10 years of experience in the finance industry.
Sue Badgley (CRD# 1420644) is an Investment Advisor Representative working at Rockefeller Capital Management in San Francisco, CA and has over 32 years of experience in the finance industry.
Latoya Bagwell (CRD# 5593734) is an Investment Advisor Representative working at Rockefeller Capital Management in New York, NY and has over 8 years of experience in the finance industry.