Investment adviser · CRD 159328

MASTERWORKS FISCAL ADVISORS LLC

Investment adviser filing (IA)

· Form ADV filed Mar 30, 2016

Regulatory AUM
$18.2M
Form ADV · Item 5.F
Client accounts
100
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

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: Mar 30, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 159328

Filing source

Form ADV 986585 · Mar 30, 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.