RIA Intel›Advisers›Pennsylvania›ROCHE ASSET MANAGEMENT, LLC

ROCHE ASSET MANAGEMENT, LLC

Advisory

ALLENTOWN, PA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in PA

#1,297

of 1,528 advisers by AUM

Average account

$198K

across 74 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

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

60 clients

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

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