RIA Intel›Advisers›New York›BELL ROCK ASSET MANAGEMENT LLC

BELL ROCK ASSET MANAGEMENT LLC

Advisory

NY

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in NY

#4,992

of 5,722 advisers by AUM

Average account

$284K

across 81 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

The full client-type breakdown and the share of AUM each category represents.

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