Investment adviser · CRD 116869
FINANCIAL PROFESSIONALS INCORPORATED
Investment adviser filing (IA)
· Form ADV filed Jul 24, 2012
- Regulatory AUM
- $35M Form ADV · Item 5.F
- Client accounts
- 268 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: Jul 24, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 116869
Filing source
Form ADV 661206 · Jul 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.