EAGLE ROCK INVESTMENT COMPANY, LLC
Total AUM
$786.7M
Employees
4Clients
84Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1201 PEACHTREE STREET NE
STE 200
ATLANTA
GA 30361
United States
STE 200
ATLANTA
GA 30361
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(404) 480-8578
Financials
Total AUM
$786.7M
Accounts
174Discretionary
$777.5M
Accounts
169Non-Discretionary
$9.3M
Accounts
5
Clients
Individual Clients
14AUM
$8.1M
HNW Individual Clients
63AUM
$549.6M
Charitable Organization Clients
6AUM
$221.3M
Corporation or Business Clients
1AUM
$7.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
GATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.