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Pollock Planning Associates Inc
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Overview Share
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, nan
$147.6 million AUM
1 office

Pollock Planning Associates Inc is based in , nan and has $147.6 million in assets under management.

Location

, nan
$147.6 million
AUM
1
Employees
AUM Share
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$147,569,267
Assets under management
324 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 27 $14,216,460 10% $526,536
High net worth individuals 53 $133,352,807 90% $2,516,091
Employees Share
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1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
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$147,569,267
Assets under management
$147,569,267
AUM per employee
$147,569,267
AUM per investment analyst
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Compensation

Pollock Planning Associates Inc makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Pollock Planning Associates Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 105,409
SEC number 801-27115
Legal structure Corporation
Legal governance New Jersey, United States
Latest ADV filing date February 08, 2020

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