Investment adviser · CRD 205
DAVID A. NOYES & COMPANY
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Mar 5, 2015
- Regulatory AUM
- $501M Form ADV · Item 5.F
- Client accounts
- 1,606 Accounts, not individual clients
- Employees
- 103 Reported in this filing
- Advisory professionals
- 54 Investment advisory functions
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 5, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
209 S. LASALLE STREET, 12TH FLOORCHICAGO, IL, 60604-1203, United States
CRD 205
Filing source
Form ADV 881291 · Mar 5, 2015 · 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.