Overview
Assets Under Management: $175 million
Headquarters: SUTTON, NH
High-Net-Worth Clients: 86
Average Client Assets: $1.7 million
Frequently Asked Questions
ROBERT A. ZOCK & CO.,INC. 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 #110480), ROBERT A. ZOCK & CO.,INC. is subject to fiduciary duty under federal law.
ROBERT A. ZOCK & CO.,INC. is headquartered in SUTTON, NH.
ROBERT A. ZOCK & CO.,INC. serves 86 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ROBERT A. ZOCK & CO.,INC. offers portfolio management for individuals. View all service details ↓
ROBERT A. ZOCK & CO.,INC. manages $175 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ROBERT A. ZOCK & CO.,INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.59%
Average Client Assets: $1.7 million
Total Client Accounts: 100
Discretionary Accounts: 100
Regulatory Filings
CRD Number: 110480
Filing ID: 2087393
Last Filing Date: 2026-03-31 17:00:32