Investment adviser · CRD 109806

MANAGED FINANCIAL SERVICES CORP INC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Jun 28, 2012

Regulatory AUM
$58M
Form ADV · Item 5.F
Client accounts
205
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 28, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

14550 TORREY CHASE BLVD, SUITE 350
HOUSTON, TX, 77014, United States

CRD 109806

Filing source

Form ADV 656950 · Jun 28, 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.