Investment adviser · CRD 124609
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
Investment adviser filing (IA)
EAST LANSING, MI, United States · Form ADV filed Sep 6, 2012
- Regulatory AUM
- $50.6M Form ADV · Item 5.F
- Client accounts
- 116 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HRC HOTELS. LLCType not reported · Last reported Dec 14, 2011Not reportedGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Yes
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Fund details & source
- Fund ID
- 805-1009299823
- Reported beneficial owners
- Not reported
- Minimum commitment
- Not reported
Form ADV 596312 · Dec 14, 2011 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 6, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3495 COOLIDGEEAST LANSING, MI, 48823, United States
CRD 124609
Filing source
Form ADV 668471 · Sep 6, 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.