Investment adviser · CRD 107805
GENESIS ADVISORS
Investment adviser filing (IA)
RIA TECHNOLOGY INC
· Form ADV filed Oct 12, 2012
- Regulatory AUM
- $10.2M Form ADV · Item 5.F
- Client accounts
- 58 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: Oct 12, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
CRD 107805
Filing source
Form ADV 674460 · Oct 12, 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.