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Home > Retirement Planners > illinois > chicago > GREENROCK RESEARCH, INC.
GREENROCK RESEARCH, INC.
444 W. Lake St.
Suite 1700
Chicago, Illinois 60606
Tel: 312.463.1301
About GREENROCK RESEARCH, INC.
GREENROCK RESEARCH, INC, formally registered with the SEC as GREENROCK RESEARCH, INC. The firm was established in 10/21/2008. They have over 1 offices throughout the country.
GREENROCK RESEARCH, INC. is a Chicago, Illinois based Financial Planning firm with nearly $1,014,862,922 assets under management, offering retirement planning & investment advisory services to 2554 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131825 |
| SEC# | 801-69664 |
| Assets Managed by Firm | $1,014,862,922 |
| No. of Clients | 2554 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (PROVISION OF INVESTMENT ADVICE AND RESEARCH THROUGH ADVISOR CONSULTATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2554 | $1,014,862,922 |
| Individuals (other than high net worth individuals) | 5 | $28,736,919 |
| Other investment advisers | 27 | $986,126,003 |
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