BELL ROCK ASSET MANAGEMENT LLC

BELL ROCK ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 158238). Regulatory assets under management: $23.0M.

Registration

• CRD: 158238
• Type: Registered investment adviser
• Phone: 585-230-1000
• Latest filing: 2026-01-14
• Regulatory AUM: $23.0M
• Discretionary AUM: $23.0M
• Clients: 1
• Accounts: 81

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158238 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search