Investment adviser · CRD 107221

HUBER JOAN MACMONNIES

Investment adviser filing (IA)

· Form ADV filed Mar 28, 2016

Regulatory AUM
$49.4M
Form ADV · Item 5.F
Client accounts
91
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
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, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Hourly · Fixed

Principal office

CRD 107221

Filing source

Form ADV 1000224 · Mar 28, 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.