Rockefeller Financial Services provides investment management, comprehensive investment and wealth management and counseling services to wealthy families, endowments, foundations and nonprofit organizations. The company has experience in developing investment portfolios that complement larger stock portfolios, as well as in creating diversified portfolios for clients who have undergone a transition resulting in the generation of significant new liquidity. Rockefeller has also developed a proprietary information management system, called RockIT, which acts as a fully integrated single relational database where information is input and stored once, but can be accessible by various users for multiple purposes. Established in 1882, Rockefeller Financial Services has headquarters in New York, N.Y.
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More Business Info

Hours
Regular Hours
Mon - Sun:
Payment method
cash
Location
Ten Rockefeller Plz
Category
Real Estate Agents
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