Pollock Investment Advisors, LLC

Pollock Investment Advisors, LLC (CRD# 153350) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $159,135,000 in 479 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
412 East Huron, Ann Arbor, MI 48104
https://www.pollockinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $332,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

FL, MI

Financial Advisors at Pollock Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Pollock, financial advisor Ann Arbor MI
James K. Pollock
CRD#: 2382028
412 East Huron Street, Ann Arbor, MI 48104
96
Wealthminder
score

James Pollock (CRD# 2382028) is an Investment Advisor Representative working at Pollock Investment Advisors, LLC in Ann Arbor, MI and has over 24 years of experience in the finance industry.

2
Robert Pollock, financial advisor Ann Arbor MI
Robert N. Pollock
CRD#: 1547713
412 East Huron Street, Ann Arbor, MI 48104
93
Wealthminder
score

Robert Pollock (CRD# 1547713) is an Investment Advisor Representative working at Pollock Investment Advisors, LLC in Ann Arbor, MI and has over 31 years of experience in the finance industry.

3
Nicklaus Areddy, financial advisor Ann Arbor MI
Nicklaus M. Areddy
CRD#: 6203261
412 East Huron, Ann Arbor, MI 48104
89
Wealthminder
score

Nicklaus Areddy (CRD# 6203261) is an Investment Advisor Representative working at Pollock Investment Advisors, LLC in Ann Arbor, MI and has over 4 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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