ROCKDALE FINANCIAL SERVICES, INC.

ROCKDALE FINANCIAL SERVICES, INC. of EATONTOWN, NJ is an SEC-registered investment adviser (CRD 128829). Regulatory assets under management: $58.9M.

Registration

• CRD: 128829
• Type: Registered investment adviser
• Location: 99 CORBETT WAY, EATONTOWN, NJ, 07724
• Phone: 732-695-2100
• Latest filing: 2026-02-16
• Regulatory AUM: $58.9M
• Non-discretionary AUM: $58.9M
• Clients: 5
• Accounts: 346

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128829 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search