Investment adviser · CRD 109584
CORWELL ASSET MANAGEMENT INC
Investment adviser filing (IA)
· Form ADV filed Mar 28, 2012
- Regulatory AUM
- $35.8M Form ADV · Item 5.F
- Client accounts
- 180 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 28, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
CRD 109584
Filing source
Form ADV 632903 · Mar 28, 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.