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PLANROCK INVESTMENTS LLC

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

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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 StatusApproved
Firm CRD#304803
SEC#801-118167
Assets Managed by Firm$27,254,727
No. of Clients79
No. of Advisors6

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 ClientsAUM
Firm Total79$27,254,727
Individuals (other than high net worth individuals)30$24,214,509

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