PLANROCK INVESTMENTS LLC

7105 Peach Ct
Suite 106
Brentwood, Tennessee 37027
Tel: 800-677-6025

About PLANROCK INVESTMENTS LLC

PLANROCK INVESTMENTS LLC, formally registered with the SEC as PLANROCK INVESTMENTS LLC. The firm was established in 05/13/2020. They have over 1 offices throughout the country.

PLANROCK INVESTMENTS LLC is a Brentwood, Tennessee based Financial Planning firm with nearly $27,254,727 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304803
SEC#	801-118167
Assets Managed by Firm	$27,254,727
No. of Clients	79
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 investment companies
Other (INVESTMENT CONSULTING TO OTHER INVESTMENT ADVISORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	79	$27,254,727
Individuals (other than high net worth individuals)	30	$24,214,509

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FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
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