ZOCK ROBERT A & CO INC
Legal name: ROBERT A. ZOCK & CO.,INC.
CRD #110480 SEC #801-11929 SUTTON, NH 603-456-3106
SEC Registered
Total AUM
$155.4M
Discretionary
$155.4M
Employees
1
Clients
--
Accounts
98
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155.4M | $155.4M | $0 | 1 | 0 |
| Aug 2024 | $145.4M | $145.4M | $0 | 1 | 0 |
| Mar 2024 | $145.4M | $145.4M | $0 | 1 | 0 |
| Mar 2023 | $140.2M | $138.9M | $1.3M | 2 | 0 |
| Mar 2022 | $142.8M | $142.1M | $692.9K | 2 | 0 |
| Mar 2021 | $133.1M | $132.4M | $692.9K | 2 | 0 |
| Jun 2020 | $131.4M | $130.4M | $942.3K | 2 | 0 |
| Mar 2020 | $131.4M | $130.4M | $942.3K | 2 | 0 |
| Mar 2020 | $131.4M | $130.4M | $942.3K | 2 | 0 |
| Mar 2019 | $117.7M | $117.4M | $212.3K | 2 | 2 |
| Mar 2018 | $123.7M | $123.3M | $350.6K | 2 | 2 |
| Mar 2017 | $92M | $90.9M | $1.2M | 2 | 26 |
| Mar 2016 | $91.4M | $90.3M | $1.1M | 2 | 26 |
| Mar 2015 | $101.3M | $100.4M | $855K | 2 | 26 |
| Apr 2014 | $109.7M | $109M | $684.5K | 2 | 26 |
| Mar 2014 | $109.7M | $109M | $684.5K | 2 | 26 |
| Mar 2013 | $109.6M | $109M | $620.1K | 2 | 26 |
| Mar 2012 | $101.5M | $100.9M | $608.6K | 1 | 26 |
| Mar 2011 | $106.1M | $105.5M | $691K | 5 | -- |
| Jan 2008 | $98.5M | $79M | $19.5M | 5 | -- |
| Oct 2007 | $95.8M | $75.5M | $20.4M | 5 | -- |
| Mar 2007 | $95.8M | $75.5M | $20.4M | 5 | -- |
| Mar 2006 | $90.1M | $76.8M | $13.3M | 5 | -- |
| Jun 2005 | $89.3M | $75.8M | $13.5M | 5 | -- |
| Mar 2004 | $89.6M | $75.6M | $14M | 5 | -- |
| Mar 2004 | $89.6M | $75.6M | $14M | 5 | -- |
| Mar 2002 | $107M | $91M | $16M | 5 | -- |
DateMar 2025
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$140.2M
Discretionary$138.9M
Non-Disc.$1.3M
Employees2
Clients0
DateMar 2022
Total AUM$142.8M
Discretionary$142.1M
Non-Disc.$692.9K
Employees2
Clients0
DateMar 2021
Total AUM$133.1M
Discretionary$132.4M
Non-Disc.$692.9K
Employees2
Clients0
DateJun 2020
Total AUM$131.4M
Discretionary$130.4M
Non-Disc.$942.3K
Employees2
Clients0
DateMar 2020
Total AUM$131.4M
Discretionary$130.4M
Non-Disc.$942.3K
Employees2
Clients0
DateMar 2020
Total AUM$131.4M
Discretionary$130.4M
Non-Disc.$942.3K
Employees2
Clients0
DateMar 2019
Total AUM$117.7M
Discretionary$117.4M
Non-Disc.$212.3K
Employees2
Clients2
DateMar 2018
Total AUM$123.7M
Discretionary$123.3M
Non-Disc.$350.6K
Employees2
Clients2
DateMar 2017
Total AUM$92M
Discretionary$90.9M
Non-Disc.$1.2M
Employees2
Clients26
DateMar 2016
Total AUM$91.4M
Discretionary$90.3M
Non-Disc.$1.1M
Employees2
Clients26
DateMar 2015
Total AUM$101.3M
Discretionary$100.4M
Non-Disc.$855K
Employees2
Clients26
DateApr 2014
Total AUM$109.7M
Discretionary$109M
Non-Disc.$684.5K
Employees2
Clients26
DateMar 2014
Total AUM$109.7M
Discretionary$109M
Non-Disc.$684.5K
Employees2
Clients26
DateMar 2013
Total AUM$109.6M
Discretionary$109M
Non-Disc.$620.1K
Employees2
Clients26
DateMar 2012
Total AUM$101.5M
Discretionary$100.9M
Non-Disc.$608.6K
Employees1
Clients26
DateMar 2011
Total AUM$106.1M
Discretionary$105.5M
Non-Disc.$691K
Employees5
Clients--
DateJan 2008
Total AUM$98.5M
Discretionary$79M
Non-Disc.$19.5M
Employees5
Clients--
DateOct 2007
Total AUM$95.8M
Discretionary$75.5M
Non-Disc.$20.4M
Employees5
Clients--
DateMar 2007
Total AUM$95.8M
Discretionary$75.5M
Non-Disc.$20.4M
Employees5
Clients--
DateMar 2006
Total AUM$90.1M
Discretionary$76.8M
Non-Disc.$13.3M
Employees5
Clients--
DateJun 2005
Total AUM$89.3M
Discretionary$75.8M
Non-Disc.$13.5M
Employees5
Clients--
DateMar 2004
Total AUM$89.6M
Discretionary$75.6M
Non-Disc.$14M
Employees5
Clients--
DateMar 2004
Total AUM$89.6M
Discretionary$75.6M
Non-Disc.$14M
Employees5
Clients--
DateMar 2002
Total AUM$107M
Discretionary$91M
Non-Disc.$16M
Employees5
Clients--