Investment adviser · CRD 110913

BILL EDWARDS, PORTFOLIO MANAGER

Investment adviser filing (IA)

EDWARDS WILLIAM HENRY

· Form ADV filed Aug 30, 2012

Regulatory AUM
$3.5M
Form ADV · Item 5.F
Client accounts
7
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: Aug 30, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

CRD 110913

Filing source

Form ADV 666039 · Aug 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.