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Rockline Wealth Management

EST. AUM
$749,631,742

CONTACTS
3

CLIENT ACCOUNTS
1,494

Firm Details

Metro area New York City
CRD Number 324004
Website rocklinewealth.com
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Overview

Rockline Wealth Management, LLC is a financial services firm that focuses on reliability, transparency, and simplicity. The firm has over 80 years of combined experience providing financial guidance and client education. As a registered investment adviser with the U.S. Securities and Exchange Commission, Rockline Wealth Management conducts business in states where it is appropriately registered or exempt from registration requirements. Registration with the SEC does not indicate an endorsement or a specific level of expertise. The firm notes that third-party posts associated with its profile are not endorsements and do not reflect its views.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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