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Building 2POLLOCK INVESTMENT ADVISORS, LLC

Map pinANN ARBOR, MI
Phone734-929-2520
NotebookSEC #801-71361
Total AUM
$335.5M
Employees
6
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
412 EAST HURON
ANN ARBOR
MI 48104
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
734-929-2520

ReceiptFinancials

Total AUM
$335.5M
Accounts
759
Discretionary
$328.4M
Accounts
755
Non-Discretionary
$7.1M
Accounts
4

ContactClients

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Individual Clients
124
AUM
$44.1M
HNW Individual Clients
118
AUM
$283.6M
Pension/Profit Sharing Plan Clients
1
AUM
$6M
Charitable Organization Clients
1
AUM
$162.7K
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMI

HandshakeAffiliates

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

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