Pollock Advisory Group Inc.

Pollock Advisory Group Inc. (CRD# 144008) is a financial advisory firm headquartered in Allen, TX. They manage $94,875,592 in 961 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    961
    ACCOUNTS
  • Average Account Value
    $98,726
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO, IL, OH, PA, TX, WI

Financial Advisors at Pollock Advisory Group Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Michael J. McCormick
CRD#: 4842546
10260 Alliance Rd, Suite 130, Cincinnati, OH 45242
98
Wealthminder
score

Michael McCormick (CRD# 4842546) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Cincinnati, OH and has over 8 years of experience in the finance industry.

2
Christine Alindada
CRD#: 5663418
800 North Watters Road, Suite 120, Allen, TX 75013
93
Wealthminder
score

Christine Alindada (CRD# 5663418) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Allen, TX and has over 6 years of experience in the finance industry.

3
Lehman D. Allen
CRD#: 2460967
800 North Watters Road, Suite 120, Allen, TX 75013
93
Wealthminder
score

Lehman Allen (CRD# 2460967) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Allen, TX and has over 22 years of experience in the finance industry.

4
Steven A. Bassetto
CRD#: 1752333
1078 Timber Run Dr., Neenah, WI 54956
93
Wealthminder
score

Steven Bassetto (CRD# 1752333) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Neenah, WI and has over 29 years of experience in the finance industry.

5
Roy J. Innella
CRD#: 5268142
700 American Ave, King Of Prussia, PA 19406
93
Wealthminder
score

Roy Innella (CRD# 5268142) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in King Of Prussia, PA and has over 9 years of experience in the finance industry.

6
John D. Pollock
CRD#: 2802192
800 North Watters Road, Suite 120, Allen, TX 75013
93
Wealthminder
score

John Pollock (CRD# 2802192) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Allen, TX and has over 20 years of experience in the finance industry.

7
Arthur D. Crowley
CRD#: 6160050
800 North Watters Road, Suite 120, Allen, TX 75013
90
Wealthminder
score

Arthur Crowley (CRD# 6160050) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Allen, TX and has over 3 years of experience in the finance industry.

8
Jennifer V. Grant
CRD#: 6677103
800 North Watters Road, Suite 120, Allen, TX 75013
90
Wealthminder
score

Jennifer Grant (CRD# 6677103) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Allen, TX and has 1 year of experience in the finance industry.

9
Beverly D. Johnson
CRD#: 6285946
800 North Watters Road, Suite 120, Allen, TX 75013
89
Wealthminder
score

Beverly Johnson (CRD# 6285946) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Allen, TX and has over 3 years of experience in the finance industry.

10
Jay Mangrum
CRD#: 6380366
800 North Watters Road, Suite 120, Allen, TX 75013
88
Wealthminder
score

Jay Mangrum (CRD# 6380366) is an Investment Advisor Representative working at Pollock Advisory Group Inc. in Allen, TX and has over 2 years of experience in the finance industry.

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