MATHESON & ROCK WEALTH MANAGEMENT, LLC is a DAVENPORT, Iowa based financial advisory firm with nearly $435,000,000 in assets under management and provides investment advisory services for 1022 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 289603 | |
| SEC#: | 801-114867 | |
| Assets under Management: | $435,000,000 | |
| No. of Clients: | 1022 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Pesnsion consulting services | |
| Fee Structure: | A percentage of AUM, Other (% OF PLAN ASSETS) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| NATIONS FINANCIAL GROUP, INC. | 44181 | 801-57407 | 9857 | 83 | $3,398,671,718 |
| PRINCIPAL ASSET MANAGEMENT | 109002 | 801-55959 | 6824 | 1955 | $377,222,976,882 |
| RDA FINANCIAL NETWORK | 147309 | 801-69651 | 3315 | 18 | $493,702,618 |
| RIA ADVISORY GROUP, LLC | 152566 | 801-117837 | 2799 | 24 | $398,868,182 |
| IRON HORSE WEALTH MANAGEMENT, LLC | 165164 | 801-108682 | 2665 | 6 | $426,290,148 |
| INDEPENDENT WEALTH NETWORK, INC. | 286262 | 801-110559 | 2626 | 25 | $422,577,169 |
| BTC CAPITAL MANAGEMENT | 127158 | 801-62140 | 2543 | 18 | $3,836,918,843 |
| DYNAMIC FINANCIAL GROUP | 288763 | 801-111021 | 2528 | 4 | $474,460,193 |
| WEALTHSPAN PARTNERS, LLC | 297712 | 801-113832 | 1518 | 5 | $378,789,093 |
| MOKOSAK ADVISORY GROUP, LLC | 287538 | 801-110319 | 1315 | 4 | $345,300,877 |
| MATHESON & ROCK WEALTH MANAGEMENT, LLC | 289603 | 801-114867 | 1022 | 3 | $435,000,000 |
| DICKINSON INVESTMENT ADVISORS | 115108 | 801-98342 | 552 | 3 | $373,343,648 |
| PECAUT WEALTH MANAGEMENT | 2997 | 801-49498 | 495 | 4 | $350,524,544 |
| WEALTH ADVISORS OF IOWA, LLC | 115088 | 801-118210 | 471 | 13 | $398,758,245 |
| AOT INVEST LLC | 319016 | 801-124742 | 1 | 1 | $49,081,185 |