Investment adviser · CRD 129299

AUBURNDALE INVESTMENT MANAGEMENT

Investment adviser filing (IA)

STUART, DAVID BALDWIN

BOSTON, MA, United States · Form ADV filed Mar 30, 2012

Regulatory AUM
$29.5M
Form ADV · Item 5.F
Client accounts
24
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Mar 30, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

50 FRANKLIN ST., SUITE 403
BOSTON, MA, 02110, United States

CRD 129299

Filing source

Form ADV 636667 · Mar 30, 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.