Investment adviser · CRD 324675
LAURIC & ASSOCIATES CPAS INC
Investment adviser filing (IA)
CONCORD TWP, OH, United States · Form ADV filed Apr 3, 2023
- Employees
- 0 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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: Apr 3, 2023. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
7526 EAST POND CTCONCORD TWP, OH, 44077, United States
CRD 324675
Filing source
Form ADV 1749207 · Apr 3, 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.