Investment adviser · CRD 143008
GIERL AUGUSTINE INVESTMENT MANAGEMENT, INC.
Investment adviser filing (IA)
ACCURATE INVESTMENT SOLUTIONS, INC.
SEVEN FIELDS, PA, United States · Form ADV filed Feb 7, 2020
- Regulatory AUM
- $331M Form ADV · Item 5.F
- Client accounts
- 1,476 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| High-net-worth individuals | 62 | $156,811,565 | 47.3% |
| Individuals | 549 | $119,107,012 | 36.0% |
| Government entities | 7 | $28,186,022 | 8.5% |
| Corporations & businesses | 11 | $14,058,496 | 4.2% |
| Charities | 7 | $13,096,643 | 4.0% |
Filing source
Form ADV 1378678 · Feb 7, 2020 · 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: Feb 7, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
310 SEVEN FIELDS BLVD., SUITE 161SEVEN FIELDS, PA, 16046, United States
CRD 143008
Filing source
Form ADV 1378678 · Feb 7, 2020 · 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.