Investment adviser · CRD 127962
M.R. SPENCER ADVISORY SERVICES, LLC
Investment adviser filing (IA)
M.R. SPENCER ADVISORY SERVICES L.L.C.
FLINT, MI, United States · Form ADV filed Mar 23, 2012
- Regulatory AUM
- $36.3M Form ADV · Item 5.F
- Client accounts
- 81 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Mar 23, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Security ratings · Market timing · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
G-5131 W. BRISTOL RD. STE. BFLINT, MI, 48507, United States
CRD 127962
Filing source
Form ADV 629420 · Mar 23, 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.