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POLLOCK PLANNING ASSOCIATES INC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$157.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 157.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 105409 |
| SEC Number | 801-27115 |
| Phone | 856-266-2276 |
| Total Employees | 1 |
Client Count by Type (73 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 50 |
| Individuals (other than H… | 23 |
County data not available for this organization.