Investment adviser · CRD 118377
ACC INVESTMENT MANAGEMENT, INC.
Investment adviser filing (IA)
BURLINGAME, CA, United States · Form ADV filed Jun 15, 2012
- Regulatory AUM
- $39.6M Form ADV · Item 5.F
- Client accounts
- 233 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2012. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
301 CALIFORNIA DRIVE, SUITE #9BURLINGAME, CA, 94010, United States
CRD 118377
Filing source
Form ADV 653443 · Jun 15, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.