Pollock Planning Associates Inc.

Pollock Planning Associates Inc. (CRD# 105409) is a financial advisory firm headquartered in , . They manage $153,129,998 in 326 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://pollockplanning.com
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $469,724
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, PA

Financial Advisors at Pollock Planning Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven Pollock, financial advisor Asheville NC
Steven L. Pollock
CRD#: 5250286
Asheville, NC

Steven Pollock (CRD# 5250286) is an Investment Advisor Representative working at Pollock Planning Associates Inc. in Asheville, NC and has 1 year 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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