Pollock Investment Advisory Corporation
● SEC registered since 2015CRD 137393SEC# 801-85174
Reg. AUM
$253.8M
Employees
2
Accounts
215
Location
—
Pollock Investment Advisory Corporation assets under management
Pollock Investment Advisory Corporation is an investment advisory firm registered with the SEC. The firm has been registered since 2015. It reports $253.8 million in regulatory assets under management and employs 2 people.
Pollock Investment Advisory Corporation owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark William Kalinowsky Control | President & Cco | Over 75% | 2014 |
Frequently asked questions
How much does Pollock Investment Advisory Corporation manage?
Pollock Investment Advisory Corporation reports $253.8 million in regulatory assets under management on its Form ADV.
How many employees does Pollock Investment Advisory Corporation have?
Pollock Investment Advisory Corporation reports 2 employees.
Does Pollock Investment Advisory Corporation disclose fund performance?
Pollock Investment Advisory Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 408-316-6272 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$253.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$253.8Mregulatory AUM
Discretionary $253.8M