Investment adviser · CRD 109212

GARDNER & ROBERTSON, INC.

Investment adviser filing (IA)

RICHMOND, VA, United States · Form ADV filed Mar 26, 2012

Regulatory AUM
$52.9M
Form ADV · Item 5.F
Client accounts
136
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Mar 26, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Subscription

Principal office

107 SOUTH 1ST STREET
RICHMOND, VA, 23219, United States

CRD 109212

Filing source

Form ADV 614431 · Mar 26, 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.