Investment adviser · CRD 107520

DEVON ASSOCIATES

Investment adviser filing (IA)

DEVON CONSULTING LTD

ROCHESTER, NY, United States · Form ADV filed Mar 15, 2016

Regulatory AUM
$57.4M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

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: Mar 15, 2016. View historical filings

Reported services

Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

250 MILL STREET
ROCHESTER, NY, 14614, United States

CRD 107520

Filing source

Form ADV 994166 · Mar 15, 2016 · 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.