7105 Peach Ct
Suite 106
Brentwood, Tennessee 37027
Tel: 800-677-6025
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 79 | $27,254,727 |
Individuals (other than high net worth individuals) | 30 | $24,214,509 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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