Investment adviser · CRD 164616

FINANCIAL TAILOR

Investment adviser filing (IA)

FINANCIAL TAILOR, INC.

· Form ADV filed Sep 24, 2013

Regulatory AUM
$527K
Form ADV · Item 5.F
Client accounts
14
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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: Sep 24, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

CRD 164616

Filing source

Form ADV 752661 · Sep 24, 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.