Pollock Planning Associates Inc
Pollock Planning Associates Inc is an SEC-registered ria with $164.5M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Pollock Planning Associates Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105409, SEC 801-27115, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $164.5M (2026-02-13)
- Firm type
- Ria
- Employees
- 1
- Clients
- 66
- CRD
- 105409
- Ownership
- POLLOCK, MILDRED, W.; POLLOCK, ALVIN; POLLOCK, STEVEN, LEONARD
How much AUM does Pollock Planning Associates Inc have?
Pollock Planning Associates Inc reported $164.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Pollock Planning Associates Inc?
Disclosed owners and executives of Pollock Planning Associates Inc include POLLOCK, MILDRED, W., POLLOCK, ALVIN, POLLOCK, STEVEN, LEONARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.