Investment adviser · CRD 114981
DENK STRATEGIC WEALTH PARTNERS
Investment adviser filing (IA)
RON DENK INVESTMENT ADVISORY SERVICES, LTD.
PHOENIX, AZ, United States · Form ADV filed Jun 19, 2012
- Regulatory AUM
- $55.1M Form ADV · Item 5.F
- Client accounts
- 181 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: Jun 19, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2702 N. 3RD. STREET, SUITE 4001PHOENIX, AZ, 85004-1130, United States
CRD 114981
Filing source
Form ADV 653956 · Jun 19, 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.