Investment adviser · CRD 108957

GIOKAS WEALTH ADVISORS

Investment adviser filing (IA)

WILLIAMSVILLE, NY, United States · Form ADV filed Apr 8, 2016

Regulatory AUM
$13M
Form ADV · Item 5.F
Client accounts
105
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

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: Apr 8, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

6580 MAIN ST
WILLIAMSVILLE, NY, 14221, United States

CRD 108957

Filing source

Form ADV 1009451 · Apr 8, 2016 · 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.