$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Wave pioneerLegacy fusion
- Established Date
- 08-17-2020
- Office Locations
- 2
Office Locations
110 Lakeside AVE, Suite I Seattle WA
-- Brier WA
About Greenrock Asset Management LLC
GreenRock Asset Management LLC is a Washington-based RIA providing financial planning, portfolio construction, and ongoing asset management for retail investors. Portfolios are primarily ETF-based, with allocations that can include fixed income, real estate, infrastructure, and cryptocurrency exposures. The firm custodies with Interactive Brokers and publishes a Quarterly Outlook newsletter.
Team overview
32 AVG AGE
$5.5M AVG AUM / ADVISOR
$458.3K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Wave bridge Momentum Element eagle Pathway harbor
Investment Themes
Eagle delta Vertex
Investment Vehicles
Timber Value
Services
Foundation glacier Meridian Focus legacy Frontier North
Technology
Glacier Summit
Owner & Executives
M
Mark Daniel Lalich
Chief Executive Officer, FOUNDER
- CRD
- #6590999
- Ownership
- 75% or more
(358) 968-2665
unison.pathway@summitcapital.com
in linkedin.com/in/value-crest
Showing 1 of 1 owners & executives
Unlock allContacts
S
STEVEN PAUL POIRIER
Associate Director
- CRD
- #6275025
(389) 504-4291
insight.pioneer@elementcapital.com
in linkedin.com/in/pioneer-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,500,000
Equity - Exchange:
53.1% Derivatives:
13.8% Cash:
33.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,906,428,547 | 53.1% |
| Derivatives | $755,343,012 | 13.8% |
| Cash | $1,811,728,530 | 33.1% |
| Total | $5,473,500,089 | 100.0% |