Investment adviser · CRD 114323
MAULDIN SOLUTIONS, LLC
Investment adviser filing (IA)
· Form ADV filed Apr 12, 2018
- Regulatory AUM
- $82.2M Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $77,714,297 | 94.5% |
| Individuals | 11 | $2,503,676 | 3.0% |
| High-net-worth individuals | 5 | $1,978,882 | 2.4% |
Filing source
Form ADV 1208951 · Apr 12, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 12, 2018. View historical filings
Reported services
Investment company portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
CRD 114323
Filing source
Form ADV 1208951 · Apr 12, 2018 · 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.