Greenrock Advisory LLC

Overview

Greenrock Advisory LLC is an independent, individual-owned registered investment adviser operating as an LLC and focused on fee-based portfolio management for individual and family clients and small businesses. The firm charges a percentage of assets under management and positions itself as a discretionary portfolio manager rather than a capital allocator or pension consultant. It does not identify as an ESG investor and is not structured as a multi-state or newly formed adviser. Advisory activities are concentrated on direct portfolio management for individuals and small business owners. The firm's client base is primarily private clients and families rather than institutional mandates.

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Public Holdings

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Location & Offices