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THE BROCK GROUP, LLC
CRD 142432
110 W LIBERTY ST., PLYMOUTH, MI, 48170, United States
Phone
734-744-8008
Fax
734-744-8006
Registration
— (—)
Source
State registered
Total AUM
$93.9M
Discretionary AUM
$88.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 220 | $61.7M |
| High net worth individuals | 33 | $32.3M |
Official SEC filing: View on IAPD