Investment adviser · CRD 133246

ARCHSTONE INVESTMENT MANAGEMENT

Investment adviser filing (IA)

LAFAYETTE HILL, PA, United States · Form ADV filed Apr 3, 2014

Regulatory AUM
$5.24M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 3, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

401 ANDORRA GLEN CT
LAFAYETTE HILL, PA, 19444, United States

CRD 133246

Filing source

Form ADV 813346 · Apr 3, 2014 · 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.