Investment adviser · CRD 109105
GLIKMAN ASSOCIATES
Investment adviser filing (IA)
SAN RAFAEL, CA, United States · Form ADV filed Mar 22, 2012
- Regulatory AUM
- $59M Form ADV · Item 5.F
- Client accounts
- 99 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: Mar 22, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Commissions
Principal office
55 SHAVER ST, SUITE 230SAN RAFAEL, CA, 94901-2784, United States
CRD 109105
Filing source
Form ADV 624364 · Mar 22, 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.