Investment adviser · CRD 112803
ANDREW SOTER INVESTMENT CONSULTANTS
Investment adviser filing (IA)
ANDREW SOTER INVESTMENT CONSULTANTS, INC.
· Form ADV filed May 16, 2012
- Regulatory AUM
- $32M Form ADV · Item 5.F
- Client accounts
- 49 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: May 16, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 112803
Filing source
Form ADV 646719 · May 16, 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.