POLLOCK INVESTMENT ADVISORS, LLC
Ann Arbor, Michigan
5.0
1 Review
Pollock Investment Advisors, LLC, based out of Ann Arbor, MI, is a reputable small investment advisory firm with a strong presence in the industry. With over 120 individual clients and a substantial $268,909,000 in assets under management, they offer comprehensive financial services tailored to their clients' needs. While employer funds make up a significant portion of their portfolio, 401K and individual accounts account for less than 30% of their assets under management. Catering mainly to high-net-worth individuals, Pollock Investment Advisors, LLC boasts a remarkable 98% of their managed assets being discretionary. Their team...
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Assets Under Mgmt

$268.91M

Investment Professionals

3

Locations

0

% 401K & Individual

13%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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