Mark Lalich
Greenrock Asset Management · Brier, Washington
Mark Lalich is a fee-only financial advisor at Greenrock Asset Management in Brier, Washington. Greenrock Asset Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Greenrock Asset Management |
|---|---|
| Based in | Brier, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $5.5M across 26 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 6590999 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.greenrockam.com |
| Profile |
How Mark's firm compares
- Greenrock Asset Management's average account is about $212,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Mark
Is Mark Lalich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Greenrock Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Greenrock Asset Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Mark Lalich based?
Mark Lalich is based in Brier, Washington.
Is Mark Lalich registered with the SEC?
Yes. Mark Lalich is registered as an investment adviser representative in TX and WA (CRD 6590999), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Greenrock Asset Management manage?
Greenrock Asset Management reports $5.5M across 26 accounts in assets under management.
How do I contact Mark Lalich?
Through Mark's website, www.greenrockam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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