Investment adviser · CRD 160126
BURTON, DONALD W
Investment adviser filing (IA)
TAMPA, FL, United States · Form ADV filed Jan 27, 2016
- Regulatory AUM
- $428M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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: Jan 27, 2016. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Not reported in these imported fields
Principal office
614 WEST BAY STREETTAMPA, FL, 33606, United States
CRD 160126
Filing source
Form ADV 972648 · Jan 27, 2016 · 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.