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
Pollock Planning Associates Inc.
By the Numbers
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Total Assets Under Management153MILLION
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Total Number of Accounts326ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, NJ, PA
Financial Advisors at Pollock Planning Associates Inc.
1
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.
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