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 9 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 7 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 23 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 30 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 10 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 21 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 4 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 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.