Investment adviser · CRD 142293
DRG INVESTMENT ADVISORY SERVICES, LLC
Investment adviser filing (IA)
KALAMAZOO, MI, United States · Form ADV filed Apr 24, 2012
- Regulatory AUM
- $75M Form ADV · Item 5.F
- Client accounts
- 214 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: Apr 24, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
151 ROSE STREET, SUITE 623KALAMAZOO, MI, 49007, United States
CRD 142293
Filing source
Form ADV 642605 · Apr 24, 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.