Investment adviser · CRD 166366

AST PERSONAL WEALTH SOLUTIONS

Investment adviser filing (IA)

LINK SHAREHOLDER SERVICES, LLC

BROOKLYN, NY, United States · Form ADV filed May 14, 2013

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
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: May 14, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

6201 15TH AVENUE
BROOKLYN, NY, 11219, United States

CRD 166366

Filing source

Form ADV 703059 · May 14, 2013 · 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.