Robert A. Zock & Co.,Inc.

Robert A. Zock & Co.,Inc.

Sutton, New Hampshire

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 ...see more

Assets Under Mgmt

$140.2M

Investment Professionals

2

Locations

2

% 401K & Individual

4%

% Discretionary

99%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges

Services Provided Section

  • Portfolio management for individuals and/or small businesses

Reviews for Robert A. Zock & Co.,Inc.

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