Greenrock Advisory LLC

Overview

Greenrock Advisory LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individual and family clients as well as small businesses. The firm runs a concentrated advisory practice that leans heavily on pooled public vehicles — primarily mutual funds and other public funds — as the core building blocks of client portfolios. Its stated business model is percentage-of-AUM advisory fees, with investment activity centered on diversified, fund-based exposures for wealth management and retirement planning. The firm is not positioned as a multi-state or ESG-focused manager. It reports an owner-type of an individual operator and does not act as a capital allocator for third-party alternative platforms. Advisory activity is narrowly framed around portfolio management for individuals and small business clients, with all reported assets managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices