CAPITALROCK FINANCIAL, LLC
Legal name: NAPLES WEALTH PLANNING
CRD #281234 SEC #801-116852 NAPLES, FL (239) 593-2100
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $350.1M | $350.1M | $0 | 22 | 0 |
| Jul 2020 | $350.1M | $350.1M | $0 | 22 | 0 |
| Jun 2020 | $350.1M | $350.1M | $0 | 22 | 0 |
| Mar 2020 | $350.1M | $350.1M | $0 | 22 | 0 |
| May 2019 | $281.5M | $281.5M | $0 | 14 | 0 |
DateMar 2021
Total AUM$350.1M
Discretionary$350.1M
Non-Disc.$0
Employees22
Clients0
DateJul 2020
Total AUM$350.1M
Discretionary$350.1M
Non-Disc.$0
Employees22
Clients0
DateJun 2020
Total AUM$350.1M
Discretionary$350.1M
Non-Disc.$0
Employees22
Clients0
DateMar 2020
Total AUM$350.1M
Discretionary$350.1M
Non-Disc.$0
Employees22
Clients0
DateMay 2019
Total AUM$281.5M
Discretionary$281.5M
Non-Disc.$0
Employees14
Clients0