Pollock Financial Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

150 Portola Rd # B, Portola Valley, Cali...

Phone Number

(650) 529-0500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Pollock Financial Group

Since 1960, Pollock Financial Group has provided diversified financial services for Northern California individuals and corporations. We trust you will find that our highly talented team of employees and strategic partners provides the ideal combination of experience and creativity to assist in meeting the needs of each client's unique financial situation. We believe that with industry leading tools, resources, and expertise, we are prepared to help our ultra-affluent clients navigate through the myriad of financial decisions that evolve over a lifetime. We are pleased to offer exclusive financial planning services to high net worth individuals and families, as well as public and private companies.Explore more
Pollock Financial Group's Social MediaPopular SearchesPollock Financial Group IncPollock Financial GroupPollock Financial CorpPollock Enterprises IncPOLLOCK LIFE INSURANCE CorpSIC Code 62,628NAICS Code 52,523Show more

Pollock Financial Group Org Chart

PhoneEmail
MO
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Vice President, Commercial Real Estate Invest...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pollock Financial Group

<$5M
11-50
Private
<$5M
1988
MO
Meagan O'NeillVice President, Commercial Real Estate Investments & Development
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
$6.2M
11-50
Private
<$5M
1992
Stephen McNear, Chief Operating Officer at Academy Financial
Stephen McNearChief Operating Officer
$5.9M
11-50
Private
-
2008
ST
Steven TrebergFinancial Advisor
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
1994
RE
Rita ExterOffice Manager
<$5M
11-50
Private
-
2015
RS
Ravi SankaranBusiness Unit Head
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pollock Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pollock Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pollock Financial Group.

Pollock Financial Group financials insights

Gather financial insights about Pollock Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Pollock Financial Group's Financials Insights

Pollock Financial Group Tech Stack

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Frequently Asked Questions Regarding Pollock Financial Group

What is Pollock Financial Group's official website?
Pollock Financial Group's official website is www.pollockfinancial.com
What is Pollock Financial Group's Revenue?
Pollock Financial Group's revenue is <$5 Million
What is Pollock Financial Group's SIC code?
Pollock Financial Group's SIC: 62,628
What is Pollock Financial Group's NAICS code?
Pollock Financial Group's NAICS: 52,523
How many employees does Pollock Financial Group have?
Pollock Financial Group has 11-50 employees
What industry does Pollock Financial Group belong to?
Pollock Financial Group is in the industry of: Finance, Securities Trading
What is Pollock Financial Group competition?
Pollock Financial Group top competitors include: Strategic Financial Concepts, BeamaLife, Mastey Financial Group, Academy Financial
What technology does Pollock Financial Group use?
Some of the popular technologies that Pollock Financial Group uses are: Microsoft Dynamics CRM, Microsoft 365, DigitalOcean, Microsoft Exchange Online
How do I contact Pollock Financial Group?
Pollock Financial Group contact info: Phone number: (650) 529-0500 Website: www.pollockfinancial.com
What does Pollock Financial Group do?

Since 1960, Pollock Financial Group has provided diversified financial services for Northern California individuals and corporations. We trust you will find that our highly talented team of employees and strategic partners provides the ideal combination of experience and creativity to assist in meeting the needs of each client's unique financial si... tuation. We believe that with industry leading tools, resources, and expertise, we are prepared to help our ultra-affluent clients navigate through the myriad of financial decisions that evolve over a lifetime. We are pleased to offer exclusive financial planning services to high net worth individuals and families, as well as public and private companies.Read More

What are Pollock Financial Group social media links?
Pollock Financial Group Linkedin page
Is Pollock Financial Group a public company?
Pollock Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Pollock Financial Group

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