Bell Rock Capital, LLC is an SEC Registered Investment Advisor based in southern Delaware, with satellite offices in Florida, Pennsylvania, and New Jersey. Client assets are managed as Separately Managed Accounts, for both high net worth individuals and families as well as banks and insurance companies. We utilize proprietary research as well as technology-driven investment tools to manage our accounts and conduct fundamental and technical analysis on the companies we consider before investing. Our 401(K) Advisory Services include the role of acting as an ERISA 3(38) and/or advisor on the Company plan including analyzing, monitoring, educating and making changes to the plan's investment selections. A member of our team has been awarded the Accredited Investment Fiduciary® (AIF®) designation, and the Professional Plan Consultant™ (PPC™) designation from fi360. These designations support our commitment to fiduciary excellence on behalf of our Company retirement plan clients and our firm.
View Top Employees from Bell Rock Capital, LLCWebsite | http://www.bellrockcapital.com/ |
Revenue | $18 million |
Employees | 6 (3 on RocketReach) |
Founded | 2006 |
Address | 35568 Airport Rd, Rehoboth Beach, Delaware 19971, US |
Phone | (302) 227-7608 |
Technologies |
JavaScript,
HTML,
PHP
+19 more
(view full list)
|
Industry | Financial Services, Finance General, Investments , Finance, Stocks, Bonds, Registered Investment Advisor, 401(K) Plan, Fiduciary, Employer sponsored plan, ERISA 3(38) |
Competitors | Balboa Wealth Partners, Inc., Isthmus Partners, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Bell Rock Capital, LLC employee's phone or email?
The Bell Rock Capital, LLC annual revenue was $18 million in 2024.
Cassandra Toroian is the Chief Investment Officer of Bell Rock Capital, LLC.
3 people are employed at Bell Rock Capital, LLC.
Bell Rock Capital, LLC is based in Rehoboth Beach, Delaware.
The NAICS codes for Bell Rock Capital, LLC are [52, 523, 52393, 5239].
The SIC codes for Bell Rock Capital, LLC are [62, 628].