EAGLE ROCK INVESTMENT COMPANY, LLC

1201 Peachtree Street Ne
Ste 200
Atlanta, Georgia 30361
Tel: (404) 480-8578

About EAGLE ROCK INVESTMENT COMPANY, LLC

EAGLE ROCK INVESTMENT COMPANY, LLC, formally registered with the SEC as EAGLE ROCK INVESTMENT COMPANY, LLC. The firm was established in 06/01/2021. They have over 1 offices throughout the country.

EAGLE ROCK INVESTMENT COMPANY, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $659,953,497 assets under management, offering retirement planning & investment advisory services to 168 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313832
SEC#	801-121347
Assets Managed by Firm	$659,953,497
No. of Clients	168
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	168	$659,953,497
Individuals (other than high net worth individuals)	13	$7,550,261
High net worth individuals	58	$458,260,042
Charitable organizations	6	$187,828,992
Corporations or other businesses	Fewer than 5 clients	$6,314,202

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