Greenrock Advisory LLC

Greenrock Advisory LLC (CRD# 157645) is a financial advisory firm headquartered in Bellbrook, OH. They manage $4,870,672 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $108,237
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Greenrock Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
P Patel
CRD#: 5914437
3797 Fernwood , Bellbrook, OH 45440
98
Wealthminder
score

P Patel (CRD# 5914437) is an Investment Advisor Representative working at Greenrock in OH and has over 5 years of experience in the finance industry.

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