Greenrock Research, Inc. is a large advisory firm based in Chicago. It manages $671.51 million of regulatory assets for 2,034 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Illinois.
Greenrock Research provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and provision of investment advice and research through advisor consultations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Greenrock Research, Inc. is $671.51 million. The firm's AUM has grown by 1135% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Greenrock Research, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Greenrock Research is other investment advisers with 28 clients and $671.51 million of assets under management. Among the 11 most similar advisory firms, Greenrock Research has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $671.51 million for 28 clients. None of the firm’s clients are foreign persons or businesses.
Greenrock Research doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Greenrock Research, Inc. performs its advisory services is located at 223 W. Jackson Blvd, Chicago, IL 60606 5912, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312.463.1301 or by fax 866.523.7205. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at greenrockresearch.com/.