Rockmoor Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

5160 Dublin Way 204, Nanaimo, British Co...

Phone Number

(214) 357-2177

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Rockmoor Wealth Management

Rockmoor Wealth Management specializes in personal and corporate financial services, focusing on wealth management and financial planning. They cater to discerning clients, including families and business owners, by providing tailored advice in investments and insurance. Their goal is to create growth and long-term prosperity through comprehensive financial strategies that adapt to clients' evolving needs. With a team of experienced specialists, Rockmoor emphasizes building trusted partnerships to deliver innovative financial solutions.Explore more
Rockmoor Wealth Management's Social MediaPopular SearchesRockmoor Wealth ManagementRockmoor Gp LLCRockmoor Investments LPR Rockmoor Investments LPRockmoorwealthSIC Code 62,628NAICS Code 52,523Show more

Rockmoor Wealth Management Org Chart

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RT
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Client Relationship Manager

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AL
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Business Development Manager

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DR
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Manager, Operations Calgary

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AH
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Managing Partner

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SL
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Financial Planner

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CC
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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rockmoor Wealth Managemen...

<$5M
1-10
Private
-
2008
RT
Randi TouheyClient Relationship Manager
$5.6M
1-10
Private
-
-
JG
James GunnFounder & President
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
1-10
Private
-
-
JC
James CarneyFinancial Executive & Consultant
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
-
FD
Franca Di BartolomeoAdministrative Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Rockmoor Wealth Management Tech Stack

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Frequently Asked Questions Regarding Rockmoor Wealth Management

What is Rockmoor Wealth Management's official website?
Rockmoor Wealth Management's official website is www.rockmoorwealth.com
What is Rockmoor Wealth Management's Revenue?
Rockmoor Wealth Management's revenue is <$5 Million
What is Rockmoor Wealth Management's SIC code?
Rockmoor Wealth Management's SIC: 62,628
What is Rockmoor Wealth Management's NAICS code?
Rockmoor Wealth Management's NAICS: 52,523
How many employees does Rockmoor Wealth Management have?
Rockmoor Wealth Management has 1-10 employees
What industry does Rockmoor Wealth Management belong to?
Rockmoor Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Rockmoor Wealth Management competition?
Rockmoor Wealth Management top competitors include: Canaccord Genuity, Carney Lyster & Associates Private Wealth, Kerr Financial, Personal Solutions Financial
What technology does Rockmoor Wealth Management use?
Some of the popular technologies that Rockmoor Wealth Management uses are: WooCommerce, WordPress.org, PHP, Cloudflare CDN
How do I contact Rockmoor Wealth Management?
Rockmoor Wealth Management contact info: Phone number: (214) 357-2177 Website: www.rockmoorwealth.com
What does Rockmoor Wealth Management do?

Rockmoor Wealth Management specializes in personal and corporate financial services, focusing on wealth management and financial planning. They cater to discerning clients, including families and business owners, by providing tailored advice in investments and insurance. Their goal is to create growth and long-term prosperity through comprehensive... financial strategies that adapt to clients' evolving needs. With a team of experienced specialists, Rockmoor emphasizes building trusted partnerships to deliver innovative financial solutions.Read More

What are Rockmoor Wealth Management social media links?
Rockmoor Wealth Management Linkedin page Rockmoor Wealth Management Twitter page Rockmoor Wealth Management Facebook page
Is Rockmoor Wealth Management a public company?
Rockmoor Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Rockmoor Wealth Management

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