Rollins Financial is an investment advisor in Atlanta with $1.23 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
581876689
SEC advisor number
801-120482
FINRA CRD number
312921
AUM ?
$1.23 bn
(as of 23 Mar 22)
Accounts
967
(as of 23 Mar 22)
Employees
14
(6 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rollins, Joseph, Rumage | President/ceo | 02/2021 | < 5% |
Wilcox, Edward, J | Chief Compliance Officer | 02/2021 | < 5% |
Schultz, Robert, Ernst | Chief Operations Officer | 02/2021 | < 5% |
Focus Operating, LLC | Member (Manager) | 02/2021 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Schultz, Danielle, Van Lear | Chief Financial Officer | 02/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22