Investment adviser · CRD 30184
INVESTMENT PROFESSIONALS, INC.
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Sep 28, 2018
- Regulatory AUM
- $761M Form ADV · Item 5.F
- Client accounts
- 4,708 Accounts, not individual clients
- Employees
- 178 Reported in this filing
- Advisory professionals
- 178 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3,645 | $521,932,503 | 68.6% |
| Other clients | 726 | $160,613,765 | 21.1% |
| Charities | 24 | $28,597,542 | 3.8% |
| High-net-worth individuals | 266 | $24,679,149 | 3.2% |
| Corporations & businesses | 33 | $22,545,557 | 3.0% |
| Retirement plans | 14 | $2,485,657 | 0.3% |
Filing source
Form ADV 1243168 · Sep 28, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Sep 28, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
16414 SAN PEDRO AVENUE, SUITE 300SAN ANTONIO, TX, 78232, United States
CRD 30184
Filing source
Form ADV 1243168 · Sep 28, 2018 · 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.