Investment adviser · CRD 148818
FSW ADVISORY SERVICES INC.
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed May 9, 2019
- Regulatory AUM
- $22.8M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 5 | $22,780,000 | 100.0% |
Filing source
Form ADV 1322468 · May 9, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: May 9, 2019. View historical filings
Reported services
Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
1201 ELM STREET, SUITE 3500DALLAS, TX, 75270, United States
CRD 148818
Filing source
Form ADV 1322468 · May 9, 2019 · 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.