Investment adviser · CRD 110492

KERWIN-BELEY & ASSOCIATES, INC.

Investment adviser filing (IA)

KERWIN BELEY & ASSOCIATES INC

SEATTLE, WA, United States · Form ADV filed Jun 18, 2012

Regulatory AUM
$51.5M
Form ADV · Item 5.F
Client accounts
266
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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 18, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

200 W MERCER STREET SUITE 407
SEATTLE, WA, 98119-3958, United States

CRD 110492

Filing source

Form ADV 653625 · Jun 18, 2012 · 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.