Investment adviser · CRD 154355

INTRUST FIDUCIARY GROUP

Investment adviser filing (IA)

MY GROUP, LLC

AUSTIN, TX, United States · Form ADV filed Apr 28, 2017

Regulatory AUM
$1.7B
Form ADV · Item 5.F
Client accounts
31
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
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: Apr 28, 2017. View historical filings

Reported services

Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

3600 N. CAPITAL OF TEXAS HWY, BUILDING B, SUITE 150
AUSTIN, TX, 78746, United States

CRD 154355

Filing source

Form ADV 1110847 · Apr 28, 2017 · 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.