Overview
Assets Under Management: $290 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Frequently Asked Questions
POLLOCK INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153350), POLLOCK INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
POLLOCK INVESTMENT ADVISORS, LLC is headquartered in ANN ARBOR, MI.
POLLOCK INVESTMENT ADVISORS, LLC serves 121 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, POLLOCK INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
POLLOCK INVESTMENT ADVISORS, LLC manages $290 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, POLLOCK INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 686
Discretionary Accounts: 682
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 153350
Last Filing Date: 2024-03-18 00:00:00
Website: https://pollockinvestmentadvisors.com