BROCK FIDUCIARY SERVICES LLC

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Adviser Profile
As of Date 03/31/2025
Adviser Type - Pension consultant
Number of Employees 5 -37.50%
of those in investment advisory functions 1
Registration SEC, Approved, 03/04/2010
AUM* 805,003,601 -85.20%
of that, discretionary 805,003,601 -85.20%
Private Fund GAV* 0
Avg Account Size 402,501,801 -85.20%
SMA’s Yes
Private Funds 0
Contact Info 212 xxxxxxx
Websites

Client Types

- Pension and profit sharing plans

Advisory Activities

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

23B 20B 16B 13B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary