Rochdale Investment Management Inc. is a large advisory firm based in New York. It manages $988.47 million of regulatory assets for 1,847 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 31 other states.
Rochdale Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rochdale Investment Management Inc. is $988.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rochdale Investment Management Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Carl Acebes has been acting as President since 1 Jan 1997. Lane Steven Bucklan joined the executive team most recently as the Chief Compliance Officer Vice President.
The principal office where Rochdale Investment Management Inc. performs its advisory services is located at 570 Lexington Ave, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-702-3500 or by fax 212-588-3414. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rochdale.com.