Investment adviser · CRD 131140

BRIAN CARRUTHERS & ASSOCIATES

Investment adviser filing (IA)

CARRUTHERS, BRIAN, ROGER

LAGUNA BEACH, CA, United States · Form ADV filed Mar 19, 2012

Regulatory AUM
$65.6M
Form ADV · Item 5.F
Client accounts
120
Accounts, not individual clients
Advisory professionals
0
Investment advisory functions

Not available in this filing: Employees.

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 19, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

301 FOREST AVENUE
LAGUNA BEACH, CA, 92651, United States

CRD 131140

Filing source

Form ADV 625703 · Mar 19, 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.