Investment adviser · CRD 126593
GILFORD FINANCIAL CORP.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Oct 15, 2015
- Regulatory AUM
- $80.7M Form ADV · Item 5.F
- Client accounts
- 364 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
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 15, 2015. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
750 THIRD AVE, 9 TH FLOORNEW YORK, NY, 10017, United States
CRD 126593
Filing source
Form ADV 951873 · Oct 15, 2015 · 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.