Investment adviser · CRD 156312

HAROLD ZIRKIN FIDUCIARY SERVICES, INC.

Investment adviser filing (IA)

BETHESDA, MD, United States · Form ADV filed Mar 28, 2013

Regulatory AUM
$84.7M
Form ADV · Item 5.F
Client accounts
65
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: Mar 28, 2013. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Commissions

Principal office

3 BETHESDA METRO CENTER, SUITE 840
BETHESDA, MD, 20814, United States

CRD 156312

Filing source

Form ADV 725100 · Mar 28, 2013 · 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.