Investment adviser · CRD 281850
ALEXSON INVESTMENT GROUP
Investment adviser filing (IA)
ALEXSON BROS.
· Form ADV filed Apr 14, 2016
- Regulatory AUM
- $9.6M Form ADV · Item 5.F
- Client accounts
- 15 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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: Apr 14, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 281850
Filing source
Form ADV 1010864 · Apr 14, 2016 · 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.