Investment adviser · CRD 147066
VASQUEZ & CO.
Investment adviser filing (IA)
VASQUEZ & CO., INC.
SAN FRANCISCO, CA, United States · Form ADV filed Dec 22, 2015
- Regulatory AUM
- $5M Form ADV · Item 5.F
- Client accounts
- 50 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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: Dec 22, 2015. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
100 PINE STREET, SUITE 1250SAN FRANCISCO, CA, 94111, United States
CRD 147066
Filing source
Form ADV 961733 · Dec 22, 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.