Investment adviser · CRD 325653

INVESTMENT ADVISE SERVICE

Investment adviser filing (IA)

CI-ASSOCIATES WEALTH MANAGEMENT, S. A.

PANAMA, Panama · Form ADV filed Jun 12, 2023

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
0
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: Jun 12, 2023. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

PRIME TIME TOWER, 7TH. FLOOR,, OFFICE NO. 7-F, AVE. DE LA ROTONDA, COSTA DEL ESTE
PANAMA, Panama

CRD 325653

Filing source

Form ADV 1729255 · Jun 12, 2023 · 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.