Investment adviser · CRD 126173
CAPITAL MANAGEMENT INVESTOR SERVICES, INC.
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Jan 8, 2013
- Regulatory AUM
- $15M Form ADV · Item 5.F
- Client accounts
- 50 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 8, 2013. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1221 BRICKELL AVE, 9TH FLOORMIAMI, FL, 33131, United States
CRD 126173
Filing source
Form ADV 690426 · Jan 8, 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.