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ROCKCREST FINANCIAL LLC
CRD 282360
551 NEW ROAD, SUITE B, SOMERS POINT, NJ, 08244, United States
Phone
856-694-3288
Fax
856-335-1735
Registration
— (—)
Source
State registered
Total AUM
$44.3M
Discretionary AUM
$44.3M
Team
3 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)REAL ESTATE INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $24.5M |
| High net worth individuals | 25 | $19.9M |
All web addresses on file
- https://www.tiktok.com/@personalfinanceceo
- https://www.linkedin.com/in/stevenaboorstein/
- https://www.linkedin.com/company/rockcrest-financial-llc/
- HTTPS://TWITTER.COM/ROCKCRESTFIN
- HTTPS://WWW.FACEBOOK.COM/ROCKCRESTFINANCIAL/
- HTTP://WWW.ROCKCRESTFINANCIAL.COM
- https://www.instagram.com/personalfinanceceo/
- https://www.linkedin.com/in/aiden-boorstein-089838254/
- https://www.youtube.com/@PersonalFinanceCEO
Official SEC filing: View on IAPD