Investment adviser · CRD 108777

EKS ASSOCIATES, LLC

Investment adviser filing (IA)

PRINCETON, NJ, United States · Form ADV filed Apr 1, 2013

Regulatory AUM
$122M
Form ADV · Item 5.F
Client accounts
38
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
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: Apr 1, 2013. View historical filings

Reported services

Financial planning · Selection of other advisers · Publication of newsletters

Compensation

Hourly

Principal office

601 EWING STREET, SUITE A-7
PRINCETON, NJ, 08540, United States

CRD 108777

Filing source

Form ADV 725363 · Apr 1, 2013 · 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.