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Building 2ROBERT A. ZOCK & CO.,INC.

Map pinSUTTON, NH
Phone603-456-3106
NotebookSEC #801-11929
Total AUM
$175.1M
Employees
1
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
98 BIRCH HILL ROAD
SUTTON
NH 03278
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
603-456-3106

ReceiptFinancials

Total AUM
$175.1M
Accounts
100
Discretionary
$175.1M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5.6M
HNW Individual Clients
86
AUM
$142.9M
Charitable Organization Clients
1
AUM
$26.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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