David Mcgahay is a registered investment advisor at Greenrock Research, INC., based in Chicago, IL, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenrock Research offers active portfolio management services to financial planning and investment management firms, acting as a sub-advisor to manage portfolios. The fee for this service is 0.20% of the value of the investments in the account each year. This includes administrative services.
Location
223 West Jackson Blvd, Suite 850, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greenrock Research, INC.
State Registrations1 state
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