Best-in-State · rank 65 · Scottsdale, Arizona · listed firm: Rockefeller Capital Management
Identity & firm
- Firm — Rockefeller Capital Management (high)
- “Rockefeller Capital Management” — forbes_shook
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Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum account size for new business: $5M” — forbes_shook
- Typical client net worth ($M) — 52.5 (high)
- “Typical Net Worth of Relationships: $5-100M” — forbes_shook
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Positioning & marketing
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Visual brand
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