ROBERT A. ZOCK & CO.,INC.

98 Birch Hill Road
Sutton, New Hampshire 03278
Tel: 603-456-3106

About ROBERT A. ZOCK & CO.,INC.

ROBERT A ZOCK & CO,INC, formally registered with the SEC as ROBERT A ZOCK & CO,INC. The firm was established in 09/10/1976. They have over 1 offices throughout the country.

ROBERT A. ZOCK & CO.,INC. is a Sutton, New Hampshire based Financial Planning firm with nearly $145,447,543 assets under management, offering retirement planning & investment advisory services to 98 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110480
SEC#	801-11929
Assets Managed by Firm	$145,447,543
No. of Clients	98
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	98	$145,447,543
Individuals (other than high net worth individuals)	10	$4,862,207
High net worth individuals	82	$118,684,038
Charitable organizations	Fewer than 5 clients	$21,901,298

More Retirement Planning firms in Sutton, New Hampshire:

Firm Name	Assets Under Management	Total Clients	Total Advisors
MATRIX CAPITAL MANAGEMENT COMPANY, LP 3 Pleasant Street, Suite 400 Portsmouth, NH, 03801	$12,092,862,376	4	18
PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	$3,108,813,749	1858	45

Explore More Retirement Advisors in Sutton, New Hampshire

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.