RIA Intelโ€บAdvisersโ€บPOLLOCK INVESTMENT ADVISORY CORPORATION

POLLOCK INVESTMENT ADVISORY CORPORATION

Advisory

Nยท

Data as of Mar 19, 2026 ยท Source: SEC Form ADV

Total AUM
$254M
1-Year AUM Growth
0.0%
3-Year CAGR
+7.9%
Employees
1
Assets Under Management
Total AUM$254M
Discretionary AUM$254M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients77
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingMar 24, 2015
Latest FilingMar 19, 2026
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

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๐Ÿ“Š Peer Benchmarking

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๐Ÿ‘ฅ Owners & Officers

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๐Ÿฆ Client Demographics

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