Planrock Investments LLC

Planrock Investments LLC (CRD# 304803) is a financial advisory firm headquartered in Brentwood, TN. They manage $27,254,727 in 79 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

7105 Peach Ct, Suite 106, Brentwood, TN 37027

https://planrock.com/

By the Numbers

Total Assets Under Management

27

MILLION
Total Number of Accounts

79

ACCOUNTS
Average Account Value

$344,997

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 investment companies (as well as "business development companies")
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

TN, TX

Financial Advisors at Planrock Investments LLC

Showing 1 - 2 of 2 top financial advisors.

Angela K. Moore

CRD#: 7252985

Beechgrove, TN

Angela Moore (CRD# 7252985) is an Investment Advisor Representative working at Planrock Investments LLC in Beechgrove, TN and has over 3 years of experience in the finance industry.

David J. Moore

CRD#: 1002935

Beechgrove, TN

David Moore (CRD# 1002935) is an Investment Advisor Representative working at Planrock Investments LLC in Beechgrove, TN and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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