POLLOCK PLANNING ASSOCIATES, INC.
Doing business as POLLOCK PLANNING ASSOCIATES INC. SEC Form ADV profile.
Total regulatory AUM
$164,514,113
Discretionary
$164,514,113
Non-discretionary
$0
Firm details
- CRD number
- 105409
- SEC file number
- 801-27115
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://POLLOCKPLANNING.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.