Investment adviser · CRD 154202
CARL W. LUXEM
Investment adviser filing (IA)
CARL WOJTYLA LUXEM
EDINA, MN, United States · Form ADV filed Mar 30, 2012
- Regulatory AUM
- $37.9M Form ADV · Item 5.F
- Client accounts
- 36 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: Mar 30, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
7600 PARKLAWN AVE., STE 376EDINA, MN, 55435-5129, United States
CRD 154202
Filing source
Form ADV 635874 · Mar 30, 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.