SEC CRD #801-130111
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment ... Value a service-oriented firm that coordinates all facets of your financial life. · Insist on full transparency with no hidden conflicts or obfuscated fees. ROOKWOOD WEALTH MANAGEMENT, LLC is a registered investment adviser managing $205M in assets with 2 employees (CRD #143983). View team, assets under ...
EVA GILKEY BOOHER
PRESIDENT
📞 (513) 871-7815
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AUM
$205M
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