Greenrock Research, Inc.

Greenrock Research, Inc. (CRD# 131825) is a financial advisory firm headquartered in Chicago, IL. They manage $565,980,590 in 1,518 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    1,518
    ACCOUNTS
  • Average Account Value
    $372,846
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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.

IL

Financial Advisors at Greenrock Research, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Mark W. Knipfer
CRD#: 4604667
223 W. Jackson Blvd., Suite 850, Chicago, IL 60606
93
Wealthminder
score

Mark Knipfer (CRD# 4604667) is an Investment Advisor Representative working at Greenrock Research, Inc. in Chicago, IL and has over 13 years of experience in the finance industry.

2
Michael K. Malone
CRD#: 318113
223 West Jackson Blvd, Suite 850, Chicago, IL 60606
93
Wealthminder
score

Michael Malone (CRD# 318113) is an Investment Advisor Representative working at Greenrock Research, Inc. in Chicago, IL and has over 13 years of experience in the finance industry.

3
David M. McGahay
CRD#: 4810044
223 West Jackson Blvd, Suite 850, Chicago, IL 60606
93
Wealthminder
score

David McGahay (CRD# 4810044) is an Investment Advisor Representative working at Greenrock Research, Inc. in Chicago, IL and has over 13 years of experience in the finance industry.

4
Suada Mehmeti
CRD#: 5315892
223 W. Jackson Blvd, Suite 850, Chicago, IL 60606
90
Wealthminder
score

Suada Mehmeti (CRD# 5315892) is an Investment Advisor Representative working at Greenrock Research, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

5
Trevor R. Harnen
CRD#: 6548066
223 W. Jackson Blvd, Suite 850, Chicago, IL 60606
89
Wealthminder
score

Trevor Harnen (CRD# 6548066) is an Investment Advisor Representative working at Greenrock Research, Inc. in Chicago, IL and has over 2 years of experience in the finance industry.

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