Investment adviser · CRD 121306

CONSERVATIVEMONEY LLC

Investment adviser filing (IA)

ROCKY RIVER, OH, United States · Form ADV filed Jun 7, 2012

Regulatory AUM
$18.9M
Form ADV · Item 5.F
Client accounts
58
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 7, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Hourly

Principal office

20525 CENTER RIDGE ROAD, SUITE #611
ROCKY RIVER, OH, 44116-3424, United States

CRD 121306

Filing source

Form ADV 650944 · Jun 7, 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.