Brendan Malone is a registered investment advisor at Greenrock Research, INC., based in Chicago, IL, with 15 years of industry experience. Brendan 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
444 W. Lake St., Suite 1700, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Greenrock Research, INC.
Previous Registrations
Huntington Securities, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
State Registrations1 state
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