$164.5M Total AUM
$164.5M Disc. AUM
6.5% 3Y CAGR
1 Employees
66 ADV. Clients
40 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta peak
- Established Date
- 05-30-1986
- Office Locations
- 1
Office Locations
-- Asheville NC
About Pollock Planning Associates INC
Pollock Planning Associates is an owner-led RIA in Asheville, NC providing comprehensive financial planning for individuals and families, helping align finances with goals and values as situations grow more complex. Services include tax and estate planning plus insurance/life insurance guidance, with portfolios using mutual funds and fixed income (including ETFs). Custodied with Charles Schwab.
Team overview
-- AVG AGE
$164.5M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
40yrs Firm Age
Insights
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Asset Classes
Glacier delta
Client Personas
Signal crest
Custodian
Ember
Investment Themes
Capital crest Bridge pioneer Delta horizon Ember
Investment Vehicles
Insight prime Pathway insight
Services
Vital Radial Timber pathway Summit element Ember
Technology
Quantum meridian
Owner & Executives
S
STEVEN LEONARD POLLOCK
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5250286
- Ownership
- 75% or more
(567) 969-5453
pathway.foundation@fusioncapital.com
in linkedin.com/in/delta-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,514,113 | $532,408 |
| Non-Discretionary | $0 | -- |
| Total | $164,514,113 | $532,408 |
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Separately Managed Accounts
Total SMA Asset: $164,514,113
Public Funds:
18.9% Cash:
11.7% Equity - Exchange:
37.9% Municipal Bonds:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $280,762,335 | 18.9% |
| Cash | $173,805,255 | 11.7% |
| Equity - Exchange | $563,010,185 | 37.9% |
| Municipal Bonds | $467,937,224 | 31.5% |
| Total | $1,485,514,999 | 100.0% |