Investment adviser · CRD 141871
BMF INVESTMENTS, INC.
Investment adviser filing (IA)
CHARLOTTE, NC, United States · Form ADV filed May 4, 2012
- Regulatory AUM
- $26M Form ADV · Item 5.F
- Client accounts
- 119 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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 4, 2012. View historical filings
Reported services
Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Subscription
Principal office
125 FLOYD SMITH DRIVE, SUITE 240CHARLOTTE, NC, 28262, United States
CRD 141871
Filing source
Form ADV 643264 · May 4, 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.