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Building 2POLLOCK PLANNING ASSOCIATES INC

Map pin
Phone856-266-2276
NotebookSEC #801-27115
Total AUM
$164.5M
Employees
1
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
856-266-2276

ReceiptFinancials

Total AUM
$164.5M
Accounts
309
Discretionary
$164.5M
Accounts
309
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$7.9M
HNW Individual Clients
47
AUM
$156.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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