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Matthew Latimer Larocca

RDM Capital Associates Inc.

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About Matthew Latimer Larocca

Matthew Latimer Larocca is an Investment Advisor Representative at RDM Capital Associates Inc. Matthew has been working in the industry since October 2010. Matthew is registered with the state of New Jersey, New York, and Florida. Matthew is also a Certified Financial Planner. RDM Capital Associates Inc. provides financial planning, portfolio management services for businesses and individuals. The firm has an office in Red Bank, New Jersey.

Firm Information

Matthew Larocca is currently registered with RDM Capital Associates Inc.. RDM Capital Associates Inc. is an investment advisor headquartered in RED BANK, NJ with 127,578,442 in regulatory assets under management. They provide financial planning, portfolio management for individuals and businesses, and other services. They serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
RDM Capital Associates Inc.

263 BROAD ST

RED BANK, NJ 07701

$127.58M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Larocca’s Registration & Firm History

NJ

08/25/2021 - Present

RDM Capital Associates Inc. (RED BANK NJ)

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Licenses & Designations

IA

Issued 02/09/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Latimer Larocca.
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