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BROCK FIDUCIARY SERVICES LLC
505 Park Avenue
14th Floor
New York, New York 10022
Tel: 212-209-3000
About BROCK FIDUCIARY SERVICES LLC
BROCK FIDUCIARY SERVICES LLC, formally registered with the SEC as BROCK FIDUCIARY SERVICES LLC. The firm was established in 03/04/2010. They have over 1 offices throughout the country.
BROCK FIDUCIARY SERVICES LLC is a New York, New York based Financial Planning firm with nearly $5,414,666,700 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153055 |
| SEC# | 801-71132 |
| Assets Managed by Firm | $5,414,666,700 |
| No. of Clients | 1 |
| No. of Advisors | 8 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Other (INDEPENDENT FIDUCIARY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $5,414,666,700 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,414,666,700 |
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