Roback, Kumlander & Pehl Cpa's LLP is a large advisory firm based in Malta. It manages $32.29 million of regulatory assets for 487 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and New York.
Roback, Kumlander & Pehl Cpa's provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Roback, Kumlander & Pehl Cpa's LLP is $32.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% 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 Roback, Kumlander & Pehl Cpa's LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Roback, Kumlander & Pehl Cpa's LLP performs its advisory services is located at 100 Saratoga Village Blvd. Suite 36, Malta, NY 12020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-899-5544 or by fax 518-899-4974. The normal business hours are 8:30 to 4:30 on Monday - Friday. You can find more information about the New York firm at www.rkpcpa.com.