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Planrock Investment Management, LLC

● SEC registered since 2020CRD 304803SEC# 801-118167Franklin, TN
Export (members)
Reg. AUM
$64.4M
Employees
7
Accounts
115
Location
Franklin, TN

Planrock Investment Management, LLC assets under management

Planrock Investment Management, LLC is a registered investment adviser overseen by the SEC based in Franklin, TN. The firm has been registered since 2020. It reports $64.4 million in regulatory assets under management and employs 7 people.
planrock.comView on SEC.gov ↗

Planrock Investment Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Michael Hammers ControlCco / Managing Partner/CioOver 75%2019

Frequently asked questions

How much does Planrock Investment Management, LLC manage?

Planrock Investment Management, LLC reports $64.4 million in regulatory assets under management on its Form ADV.

How many employees does Planrock Investment Management, LLC have?

Planrock Investment Management, LLC reports 7 employees.

Where is Planrock Investment Management, LLC located?

Planrock Investment Management, LLC is based in Franklin, TN and has been SEC-registered since 2020.

Does Planrock Investment Management, LLC disclose fund performance?

Planrock Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6700 Tower Circle, Suite 330, Franklin, TN 37067
Phone800-677-6025
Office hours9a.m. - 2p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$64.4M
Non-discretionary$0
Total (RAUM)$64.4M