Investment adviser · CRD 124945
FOWLER FINANCIAL MANAGEMENT
Investment adviser filing (IA)
BILLY J. FOWLER
· Form ADV filed Jun 27, 2012
- Regulatory AUM
- $47.8M Form ADV · Item 5.F
- Client accounts
- 106 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: Jun 27, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed · Commissions
Principal office
CRD 124945
Filing source
Form ADV 655556 · Jun 27, 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.