|
⚲
|
| Planrock Investment Management LLC
✚
|
|
|---|---|
| CRD # | 304803 |
| SEC # | 801-118167 |
| CIK # | |
| AUM | $71.0 M (2026-05-26) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 800-677-6025 |
| Address | 109 Westpark Dr Brentwood, TN 37027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 41.1 |
| (b) Individuals (high net worth individuals) | 16 | 16.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 11.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 71.0 |
| By Discretionary | ||
| Discretionary | 146 | 71.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 71.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 71.0 | |
| Total | 146 | 71.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Bycoff Group LLC
✚
|
0.1 | |
|
Stylus Capital LLC
✚
|
0.1 | |
|
Franco Financial Advisors Inc
✚
|
NY | 0.1 |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Global Investment Advisory LLC
✚
|
GA | 0.1 |
|
Madison Global Advisors LLC
✚
|
NY | 0.1 |
|
Polaris Financial LLC
✚
|
0.1 | |
|
Percent Advisors LLC
✚
|
NY | 0.1 |
|
IBN Advisory Services Inc
✚
|
NY | 0.1 |
|
Marin Wealth Advisors LLC
✚
|
CA | 0.1 |