N
$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-16-2019
- Office Locations
- 1
Office Locations
-- Tucson AZ
About Northrock Investments, Pllc
Northrock Investments, Pllc is a Tucson-based RIA. The firm has been operating for 6 years. Managing $20.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
57 AVG AGE
$20.0M AVG AUM / ADVISOR
$246.6K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
GEORGIA RALLIS
Chief Compliance Officer, Financial Advisor, MANAGING PRINCIPAL
- CRD
- #2064563
- 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 | $19,971,079 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,971,079 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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