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POLLOCK PLANNING ASSOCIATES INC

POLLOCK PLANNING ASSOCIATES, INC.

CRD 105409 · SEC 801-27115

Visit website

NJ, United States

Phone

856-266-2276

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$164.5M

Discretionary AUM

$164.5M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals19$7.9M
High net worth individuals47$156.6M

States served

NJ, NC, PA, FL

All web addresses on file

Official SEC filing: View on IAPD