Antonio
Montes De Oca
Rock House Financial
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About this Advisor
Antonio Montes De Oca is a financial advisor based in Farmington, Utah, working with Rock House Financial. Antonio has previously held positions at Rh Advisors, LLC, Utah State University, Charles Schwab, Doordash, Holladay Bank & Trust, Granite School District, Harland Clarke, Dynata, Kearns Oquirrh Park Fitness Center, and Rocky Mountain Raceway. Antonio has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Antonio is part of Rock House Financial, which operates out of Farmington, Utah. The firm has 10 employees and manages assets totaling $214.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Rock House Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rock House Financial Brokerage Details
$214,932,245
10
1,216
$176,753
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Antonio Montes De Oca Work History
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
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
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