Pollock Investment Advisors LLC

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Assets, Funds, Holdings

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Pollock Investment Advisors LLC
CRD #153350
SEC #801-71361
CIK #
AUM $290.4 MM (2024-03-18)
Employees 6 (50% Investors, 0% Brokers)
Phone734-929-2520
Address412 East Huron
Ann Arbor, MI 48104
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
604836241202010201520202025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 124 0.0
(b) Individuals (high net worth individuals) 100 0.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 686 0.3
By Discretionary
Discretionary 682 0.3
Non-Discretionary 4 0.0
Total 686 0.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.3
Total 686 0.3
Comparable Firms State AUM ($BB)
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0.3
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CO 0.3
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Financial Gravity Asset Management Inc
TX 0.3
Global Wealth Strategies and Associates LLC
CO 0.3
Flywheel Private Wealth LLC
CA 0.3
Dam2019 LLC
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Gunpowder Capital Management LLC
MD 0.3
MN Wealth Advisors LLC
KS 0.3
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