Investment adviser · CRD 137539
CAPITAL MAX, INC.
Investment adviser filing (IA)
· Form ADV filed Feb 22, 2012
- Regulatory AUM
- $24.8M Form ADV · Item 5.F
- Client accounts
- 6 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: Feb 22, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
CRD 137539
Filing source
Form ADV 603134 · Feb 22, 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.