Investment adviser · CRD 173546

COMRIE WEALTH MANAGEMENT

Investment adviser filing (IA)

COMRIE FAMILY OFFICE LLC

NEW YORK, NY, United States · Form ADV filed Mar 29, 2016

Regulatory AUM
$85.6M
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
2
Investment advisory functions

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: Mar 29, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

6 EAST 43RD STREET
NEW YORK, NY, 10017, United States

CRD 173546

Filing source

Form ADV 1002742 · Mar 29, 2016 · 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.