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BROCK FIDUCIARY SERVICES LLC
CRD 153055 · SEC 801-71132
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
505 PARK AVENUE, 14TH FLOOR, NEW YORK, NY, 10022, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$588.2M
Discretionary AUM
$588.2M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
INDEPENDENT FIDUCIARY SERVICES
States served
MI, TX, CT
All web addresses on file
Official SEC filing: View on IAPD