Investment adviser · CRD 105256
AMERICAN SHAREHOLDERS INVESTMENT CORP
Investment adviser filing (IA)
NANTUCKET, MA, United States · Form ADV filed Jun 15, 2012
- Regulatory AUM
- $67.1M Form ADV · Item 5.F
- Client accounts
- 140 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 · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Subscription
Principal office
3 THURSTONS CTNANTUCKET, MA, 02554-3656, United States
CRD 105256
Filing source
Form ADV 652511 · 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.