POLLOCK INVESTMENT ADVISORS, LLC

412 East Huron
Ann Arbor, Michigan 48104
Tel: 734-929-2520

About POLLOCK INVESTMENT ADVISORS, LLC

POLLOCK INVESTMENT ADVISORS, LLC, formally registered with the SEC as POLLOCK INVESTMENT ADVISORS, LLC. The firm was established in 04/19/2010. They have over 1 offices throughout the country.

POLLOCK INVESTMENT ADVISORS, LLC is a Ann Arbor, Michigan based Financial Planning firm with nearly $290,417,938 assets under management, offering retirement planning & investment advisory services to 686 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153350
SEC#	801-71361
Assets Managed by Firm	$290,417,938
No. of Clients	686
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	686	$290,417,938
Individuals (other than high net worth individuals)	124	$43,103,413
High net worth individuals	100	$240,282,316
Pension and profit sharing plans	Fewer than 5 clients	$3,948,554
Charitable organizations	Fewer than 5 clients	$1,410,691
Corporations or other businesses	Fewer than 5 clients	$1,672,964

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