Investment adviser · CRD 111698

BILTMORE INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

GREEN BAY, WI, United States · Form ADV filed Jan 4, 2013

Regulatory AUM
$32.4M
Form ADV · Item 5.F
Client accounts
121
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
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: Jan 4, 2013. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

424 S MONROE AVE SUITE 101
GREEN BAY, WI, 54301, United States

CRD 111698

Filing source

Form ADV 681520 · Jan 4, 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.