Investment adviser · CRD 117825
COLHOUN, ROBINS, DAVENPORT & CO., LLC
Investment adviser filing (IA)
WINSTON-SALEM, NC, United States · Form ADV filed Mar 20, 2015
- Regulatory AUM
- $119M Form ADV · Item 5.F
- Client accounts
- 394 Accounts, not individual clients
- Employees
- 5 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: Mar 20, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
505 OLIVE ST.WINSTON-SALEM, NC, 27103, United States
CRD 117825
Filing source
Form ADV 876914 · Mar 20, 2015 · 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.