Investment adviser · CRD 120011

KEY INVESTMENT TEAM

Investment adviser filing (IA)

ENCINO, CA, United States · Form ADV filed Jul 31, 2012

Regulatory AUM
$43.3M
Form ADV · Item 5.F
Client accounts
379
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: Jul 31, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

16830 VENTURA BLVD, STE 515
ENCINO, CA, 91436, United States

CRD 120011

Filing source

Form ADV 662433 · Jul 31, 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.