Investment adviser · CRD 144650
INSTITUTIONAL SERVICES GROUP, LLC
Investment adviser filing (IA)
JACKSON, MS, United States · Form ADV filed Mar 18, 2014
- Regulatory AUM
- $204M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
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 18, 2014. View historical filings
Reported services
Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
SUITE 534, 248 EAST CAPITOL ST.JACKSON, MS, 39201, United States
CRD 144650
Filing source
Form ADV 802964 · Mar 18, 2014 · 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.