Investment adviser · CRD 163732

CUSTOM FINANCIAL SERVICES, LLC

Investment adviser filing (IA)

HUNTINGTON, NY, United States · Form ADV filed Apr 14, 2012

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
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: Apr 14, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2 DIAMOND COURT
HUNTINGTON, NY, 11743, United States

CRD 163732

Filing source

Form ADV 634440 · Apr 14, 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.