POLLOCK PLANNING ASSOCIATES, INC. is an SEC-registered investment adviser (CRD 105409). Regulatory assets under management: $164.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Steven Leonard Pollock | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| POLLOCK STEVEN LEONARD | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| POLLOCK MILDRED W | SEC'Y/TREASURER; SEC'Y/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| POLLOCK ALVIN | PRESIDENT | — |