Overview
Assets Under Management: $145 million
Headquarters: SUTTON, NH
High-Net-Worth Clients: 83
Average Client Assets: $2 million
Frequently Asked Questions
ZOCK ROBERT A & 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), ZOCK ROBERT A & CO INC is subject to fiduciary duty under federal law.
ZOCK ROBERT A & CO INC is headquartered in SUTTON, NH.
ZOCK ROBERT A & CO INC serves 83 high-net-worth clients according to their SEC filing dated August 02, 2024. View client details ↓
According to their SEC Form ADV, ZOCK ROBERT A & CO INC offers portfolio management for individuals. View all service details ↓
ZOCK ROBERT A & CO INC manages $145 million in client assets according to their SEC filing dated August 02, 2024.
According to their SEC Form ADV, ZOCK ROBERT A & CO INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 98
Discretionary Accounts: 98
Regulatory Filings
CRD Number: 110480
Last Filing Date: 2024-08-02 00:00:00
Website: https://mcttelecom.com