Robert A. Zock & Co., Inc., an established investment advisory firm, is located in Sutton, NH, operating from three offices. With an impressive track record, the firm serves a diverse client base of over 20 individuals, managing a substantial $140,199,000 in assets. Specializing in discretionary asset management, they cater primarily to high net worth individuals.
The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility for clients. The team at Robert A. Zock & Co., Inc. consists of two dedicated employees, each providing exceptional ...
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Assets Under Mgmt
$140.2M
Investment Professionals
2
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Portfolio management for individuals and/or small businesses
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