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GREENROCK RESEARCH, INC.

CHICAGO, IL · CRD 131825 · IAPD ↗ · greenrockresearch.com · 312.463.1301

$863.9MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2024 — GREENROCK RESEARCH, INC. crossed $1B in regulatory AUM ($965.1M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.