Investment adviser · CRD 109162

DIVELEY LIND & ASSOCIATES LLC

Investment adviser filing (IA)

· Form ADV filed Oct 18, 2012

Regulatory AUM
$64.2M
Form ADV · Item 5.F
Client accounts
240
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: Oct 18, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

CRD 109162

Filing source

Form ADV 675496 · Oct 18, 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.