R
$175.1M Total AUM
$175.1M Disc. AUM
7.7% 3Y CAGR
1 Employees
96 ADV. Clients
49 yrs Firm Age
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- Custodian
- Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-10-1976
- Office Locations
- 1
Office Locations
50 Congress Street Boston MA
About Robert A. Zock & CO.,INC.
Robert A. Zock & CO.,INC. is a Sutton-based RIA. The firm has been operating for 49 years. Managing $175.1M in total assets under management, with 1 advisory representatives. They custody assets with Fiduciary Trust.
Team overview
-- AVG AGE
$175.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
26.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
49yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
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Services
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Owner & Executives
R
ROBERT ANTHONY ZOCK JR.
Chief Compliance Officer, President
- CRD
- #2865492
- Ownership
- 75% or more
Available
Available
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M
MAUREEN ANN ZOCK
DIRECTOR, President
- CRD
- #4389083
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,076,230 | $1,750,762 |
| Non-Discretionary | $0 | -- |
| Total | $175,076,230 | $1,750,762 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Other:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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