Eagle Rock Wealth Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

745 Broad St, Newark, New Jersey, 07102,...

Phone Number

(609) 642-4200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Eagle Rock Wealth Management

Eagle Rock Wealth specializes in wealth management and financial education for high-net-worth clients. They offer tailored financial solutions, including retirement planning, investment strategies, estate planning, and risk management. Their services cater to a diverse clientele, from young professionals to seasoned investors and small business owners. The company emphasizes building long-term relationships through open communication and personalized financial strategies.Explore more
Popular SearchesEagle Rock Wealth ManagementEaglerock LLCEagle Rock Asset ManagementRock Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Eagle Rock Wealth Management Org Chart

PhoneEmail
Michael Kalen, President at Eagle Rock Wealth Management
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eagle Rock Wealth Managem...

<$5M
1-10
Private
-
2020
Michael Kalen, President at Eagle Rock Wealth Management
Michael KalenPresident
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
1988
MG
Michael GrennanVice President, Portfolio Manager & Senior Securities Analyst
<$5M
1-10
Private
-
2013
PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eagle Rock Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eagle Rock Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eagle Rock Wealth Management.

Eagle Rock Wealth Management Tech Stack

A closer look at the technologies used by Eagle Rock Wealth Management

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Frequently Asked Questions Regarding Eagle Rock Wealth Management

What is Eagle Rock Wealth Management's official website?
Eagle Rock Wealth Management's official website is www.eaglerockwm.com
What is Eagle Rock Wealth Management's Revenue?
Eagle Rock Wealth Management's revenue is <$5 Million
What is Eagle Rock Wealth Management's SIC code?
Eagle Rock Wealth Management's SIC: 62,628
What is Eagle Rock Wealth Management's NAICS code?
Eagle Rock Wealth Management's NAICS: 52,523
How many employees does Eagle Rock Wealth Management have?
Eagle Rock Wealth Management has 1-10 employees
What industry does Eagle Rock Wealth Management belong to?
Eagle Rock Wealth Management is in the industry of: Finance, Securities Trading
What is Eagle Rock Wealth Management competition?
Eagle Rock Wealth Management top competitors include: Foundation Wealth Management, Alliance Wealth Advisors, 1650 Wealth Management, Greenwood Capital Associates
What technology does Eagle Rock Wealth Management use?
Some of the popular technologies that Eagle Rock Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Eagle Rock Wealth Management?
Eagle Rock Wealth Management contact info: Phone number: (609) 642-4200 Website: www.eaglerockwm.com
What does Eagle Rock Wealth Management do?

Eagle Rock Wealth specializes in wealth management and financial education for high-net-worth clients. They offer tailored financial solutions, including retirement planning, investment strategies, estate planning, and risk management. Their services cater to a diverse clientele, from young professionals to seasoned investors and small business own... ers. The company emphasizes building long-term relationships through open communication and personalized financial strategies.Read More

Is Eagle Rock Wealth Management a public company?
Eagle Rock Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Eagle Rock Wealth Management

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