Rockledge Partners, LLC is an adviser based in Easton. It manages $27.1 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Maryland.
Rockledge Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rockledge Partners, LLC is $27.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rockledge Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Rockledge Partners, LLC performs its advisory services is located at 8327 Diamondback Cove Road, Easton, MD 21601, which is also the mailing address of the firm. An additional office of the firm is in Olney, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-770-3002 or by fax 410-770-3002. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.