Rockefeller Financial Services
GPTKB entity
Statements (57)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:acquisition |
Acquired_by_the_Rockefeller_Group_in_1980s
|
| gptkbp:awards |
Various industry recognitions
|
| gptkbp:communityInvolvement |
Supports education initiatives
Active in local communities Supports environmental initiatives Supports arts and culture initiatives Supports health initiatives |
| gptkbp:customerBase |
Individuals
Families Endowments Corporations Foundations |
| gptkbp:customerService |
Estate planning
Investment advisory services Retirement planning Tax planning Personalized financial planning |
| gptkbp:employees |
Over 200
|
| gptkbp:established |
1882
|
| gptkbp:focus |
High Net Worth Individuals
Institutions |
| gptkbp:foundedBy |
gptkb:John_D._Rockefeller
|
| gptkbp:globalPresence |
Operates in multiple countries
Serves international clients |
| gptkbp:headquarters |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
Rockefeller Financial Services
|
| gptkbp:industry |
Finance
|
| gptkbp:investmentFocus |
Risk management
Diversification Long-term growth |
| gptkbp:keyPeople |
gptkb:Gregory_J._Fleming
|
| gptkbp:leadership |
Experienced financial professionals
|
| gptkbp:location |
gptkb:United_States
|
| gptkbp:mission |
To provide exceptional financial services
|
| gptkbp:parentCompany |
gptkb:Rockefeller_Group
|
| gptkbp:partnerships |
Various financial institutions
Collaborates with global financial firms |
| gptkbp:philanthropy |
Supports various charitable initiatives
|
| gptkbp:regulatoryCompliance |
Follows_SEC_regulations
Follows_FINRA_regulations |
| gptkbp:revenue |
Confidential
|
| gptkbp:services |
Investment Management
Advisory_Services Wealth_Management |
| gptkbp:subsidiary |
gptkb:Rockefeller_Capital_Management
|
| gptkbp:sustainability |
Focuses on sustainable investing
Engages in ESG initiatives Promotes responsible investment practices |
| gptkbp:technology |
Utilizes advanced financial technology
Offers digital platforms for clients |
| gptkbp:values |
Innovation
Integrity Excellence Client focus |
| gptkbp:vision |
To be a trusted partner in wealth management
|
| gptkbp:website |
www.rockco.com
|