Pollock Planning Associates Inc.
Pollock Planning Associates Inc. (CRD# 105409) is a financial advisory firm headquartered in , . They manage $153,308,000 in 80 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management153MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$1,916,350
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, NY, PA
Steven Pollock (CRD# 5250286) is an Investment Advisor Representative working at Pollock Planning Associates Inc. in Collingswood, NJ and has 1 year of experience in the finance industry. Steven Pollock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.