Investment adviser · CRD 115963
MALCOLM H. GISSEN & ASSOCIATES INC.
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Jan 14, 2016
- Regulatory AUM
- $144M Form ADV · Item 5.F
- Client accounts
- 390 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
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: Jan 14, 2016. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
1700 CALIFORNIA STREET, SUITE 335SAN FRANCISCO, CA, 94109, United States
CRD 115963
Filing source
Form ADV 969068 · Jan 14, 2016 · 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.