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ROBERT A. ZOCK & CO.,INC.
ZOCK ROBERT A & CO INC
CRD 110480 · SEC 801-11929
98 BIRCH HILL ROAD, SUTTON, NH, 03278, United States
Phone
603-456-3106
Fax
603-456-2863
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.1M
Discretionary AUM
$175.1M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.6M |
| High net worth individuals | 86 | $142.9M |
States served
MA, NH
Official SEC filing: View on IAPD