$48.8M Total AUM
$48.8M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-27-2011
- Office Locations
- 1
Office Locations
-- Bellbrook OH
About Greenrock Advisory LLC
GreenRock Advisory is an independent, fiduciary RIA serving a select group of affluent and high-net-worth individuals with tailored long-term investment strategies and goal-based guidance. The firm emphasizes transparency and avoids commission products to reduce conflicts of interest. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$48.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
P
PREMAL PATEL
FOUNDER, INVESTMENT ADVISOR
- CRD
- #5914437
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,772,625 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,772,625 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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