Investment adviser · CRD 115390

CEPONIS FINANCIAL GROUP

Investment adviser filing (IA)

CEPONIS, DAVID, JAY

WILTON, CT, United States · Form ADV filed Jun 19, 2012

Regulatory AUM
$55.8M
Form ADV · Item 5.F
Client accounts
212
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 19, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

195 DANBURY ROAD, SUITE 200
WILTON, CT, 06897, United States

CRD 115390

Filing source

Form ADV 654106 · Jun 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.