Investment adviser · CRD 107072
CUSTER MANAGEMENT INC DBA LEVEL PARTNERS
Investment adviser filing (IA)
CUSTER MANAGEMENT INC
NEW ALBANY, OH, United States · Form ADV filed Apr 30, 2012
- Regulatory AUM
- $28.2M Form ADV · Item 5.F
- Client accounts
- 131 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: Apr 30, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Commissions
Principal office
14 SOUTH HIGH STREETNEW ALBANY, OH, 43054, United States
CRD 107072
Filing source
Form ADV 643173 · Apr 30, 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.