Pollock Investment Advisors, LLC Home
  • Home
  • Who We Are
  • What We Do
  • Just a Thought
  • In the Community
  • Contact

ADV Disclosures

2022 Form CRS Part 3

2022 Form ADV Part 2A

2022 Form ADV Part 2B - James K. Pollock, CFA

2022 Form ADV Part 2B - Robert N. Pollock, Jr.

2022 Form ADV Part 2B - Nicklaus M. Areddy, CFP, CRPC

2022 Privacy Policy

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.

Pollock Investment Advisors, LLC ("PIA") is an SEC registered investment advisor with its principal place of business in the State of Michigan. PIA is in compliance with the current notice filing requirements imposed upon SEC registered investment advisors by those states in which PIA maintains clients. PIA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training.

Please view our ADV Disclosures here.

Contact

Pollock Investment Advisors, LLC

Office: 734.929.2520

Toll-Free: 877.929.2520

Fax: 734.929.2528

412 East Huron

Ann Arbor, MI 48104

Send an Email

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations