Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Rocca is a registered Investment Advisor Representative (IAR) in California. Curtis is a partner at DCA Partners, LLC and DCA Management Company, Inc. Curtis is also a partner at DCA Family Office, LLC and is primarily responsible for overseeing the firm's strategic direction and providing mentorship to other team members. DCA Family Office, LLC provides family office services, including selection of other advisors and portfolio management for businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/13/2023 - Present
DCA Family Office, LLC (Roseville CA)
IA
Issued 05/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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