Antonio
Montes De Oca
Rock House Financial
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About this Advisor
Antonio Montes De Oca is a financial advisor operating out of Farmington, Utah. Montes De Oca is currently employed by Rock House Financial. Throughout their career, they have worked at Rh Advisors, LLC, Utah State University, Charles Schwab, Doordash, Holladay Bank & Trust, Granite School District, Harland Clarke, Dynata, N/A, Kearns Oquirrh Park Fitness Center and Rocky Mountain Raceway. Montes De Oca holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Utah. Rock House Financial is a financial advisory company headquartered in Farmington, UT. It manages $180 million in total assets across its 1,098 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves three charitable organizations. Of its 1,098 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets. Rock House Financial offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advice typically vary depending on the type of services provided. Fees billed by Rock House Financial likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rock House Financial Brokerage Details
$179,688,735
11
1,098
$163,651
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Antonio Montes De Oca Work History
Antonio has been registered as a financial advisor for 0 years.*
Rh Advisors, LLC
Utah State University
Charles Schwab
Doordash
Holladay Bank & Trust
Granite School District
Harland Clarke
Dynata
N/A
Kearns Oquirrh Park Fitness Center
Granite School District
Rocky Mountain Raceway
Granite School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Antonio Montes De Oca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rock House Financial
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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