Silver Rock Financial LP Services Overview

Silver Rock Financial LP is a reputable investment firm that offers a range of services to its clients. They provide a safe and secure environment for individuals to manage their finances and achieve their long-term financial goals.

Their services are designed to cater to the unique needs of each client, whether they are individuals, families, or businesses. By offering a personalized approach, Silver Rock Financial LP helps its clients make informed investment decisions that align with their values and objectives.

One of the key services offered by Silver Rock Financial LP is wealth management. This involves creating a customized investment plan that takes into account the client's risk tolerance, financial situation, and investment goals.

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Silver Rock Financial offers a convenient way to access your financial data. You can view up to 7 years of quarterly data at a time.

Having all your positions held by Silver Rock Financial consolidated in one spreadsheet makes it easy to see your entire financial picture. This can be especially helpful when you're trying to track your progress over time.

By accessing up to 7 years of data, you can see how your investments have performed over the years and make more informed decisions about your financial future.

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Access up to 7 years of data with Silver Rock Financial's consolidated spreadsheets. This feature allows you to view a comprehensive history of your investments.

You can access up to 7 years of quarterly data, making it easier to track your financial progress over time. This is particularly useful for long-term investors who want to see how their portfolio has performed over the years.

Silver Rock Financial's consolidated spreadsheets include positions held by the company, giving you a clear picture of their investment strategy. With up to 7 years of data, you can analyze trends and make more informed decisions about your own investments.

Here are some specific filing dates for Silver Rock Financial's quarterly reports:

As you explore your financial data, it's essential to understand what's included in your portfolio holdings. This can include stocks, bonds, mutual funds, and exchange-traded funds (ETFs).

A typical portfolio may consist of a mix of low-risk investments like bonds and high-risk investments like stocks.

Your portfolio holdings can be categorized into different asset classes, such as equities, fixed income, and cash equivalents.

Investing in a diversified portfolio can help spread risk and increase potential returns.

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Silver Rock Financial has a unique identifier known as the LEI code, which is 549300BSLS3GGMQHM494.

This code is issued by a managing organization called Bloomberg Finance L.P. and is subject to renewal every two years, with the next renewal date being September 28, 2025.

The LEI code is linked to Silver Rock Financial's legal name, which is SILVER ROCK FINANCIAL LP.

The company's legal address is C/O THE CORPORATION TRUST COMPANY, CORPORATION TRUST CENTER, 1209 ORANGE ST, WILMINGTON, 19801, United States of America.

Silver Rock Financial is registered with the Division of Corporations, Department of State, United States of America, Delaware, with a registration authority entity ID of 5909278.

Here's a summary of the company's identification and codes:

At Silver Rock Financial, clients can expect a transparent and secure payment process. Payments are made through a direct deposit into their bank account.

The company offers a variety of roles for its employees, including financial advisors and account managers. These roles require a strong understanding of the company's financial products and services.

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With a focus on building strong relationships with clients, Silver Rock Financial's financial advisors are available to answer questions and provide guidance throughout the financial planning process. They are also responsible for creating personalized financial plans tailored to each client's needs.

The company's account managers work closely with clients to ensure that their financial goals are being met. They also handle any issues that may arise and provide ongoing support and guidance as needed.