GREENROCK RESEARCH, INC.

CRD 131825 · SEC 801-69664

Visit website

444 W. LAKE ST., SUITE 1700, CHICAGO, IL, 60606, United States

Phone

312.463.1301

Fax

866.523.7205

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$863.9M

Discretionary AUM

$515.9M

Team

6 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsPROVISION OF INVESTMENT ADVICE AND RESEARCH THROUGH ADVISOR CONSULTATIONS

Client types

Type	Clients	AUM
Individuals	4	$21.5M
Other investment advisers	21	$842.4M

States served

All web addresses on file

HTTP://WWW.GREENROCKRESEARCH.COM/
https://www.linkedin.com/company/greenrock-research/
https://www.youtube.com/channel/UCjQvLgzfKyPwdA8Sj2kaBKw

Official SEC filing: View on IAPD