Investment adviser · CRD 108433

EXETER ADVISORS, LLC

Investment adviser filing (IA)

EXETER ADVISORS I, LLC

FAIRPORT, NY, United States · Form ADV filed May 22, 2014

Regulatory AUM
$36M
Form ADV · Item 5.F
Client accounts
35
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
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: May 22, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

290 WOODCLIFF DRIVE
FAIRPORT, NY, 14450, United States

CRD 108433

Filing source

Form ADV 825464 · May 22, 2014 · 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.