Maureen
Zock
Robert A. Zock & Co.,Inc
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About this Advisor
Maureen Zock is a financial advisor working out of Boston, Massachusetts who has 22 years of relevant experience. Zock is on the advisory team at Robert A. Zock & Co.,Inc. They have spent their complete time as a financial advisor at Robert A. Zock & Co.,inc. Zock is approved to serve investors in Massachusetts. Robert A. Zock & Co.,Inc is a registered investment firm operating out of Warner, NH. The company has offices in two locations and just two advisors. It controls $140 million in total assets among its 105 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 105 client accounts, 84% belong to high-net-worth individuals who have greater than $1 million in assets. Robert A. Zock & Co.,inc offers portfolio management for individuals and small businesses. Fees for financial advisory services are based on which services the firm provides the client. Fees billed by Robert A. Zock & Co.,Inc can consist of any blend of asset-based and hourly fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert A. Zock & Co.,Inc Brokerage Details
$140,198,969
2
105
$1,335,228
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Disclosures
Please visit the SEC profile of Maureen Zock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robert A. Zock & Co.,Inc
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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