Investment adviser · CRD 128742

MEYER INVESTMENT ADVISORY

Investment adviser filing (IA)

MEYER MARJORIE ANN

UNIVERSITY PARK, FL, United States · Form ADV filed May 23, 2012

Regulatory AUM
$40.9M
Form ADV · Item 5.F
Client accounts
206
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: May 23, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

8106 DUKES WOOD CT
UNIVERSITY PARK, FL, 34201, United States

CRD 128742

Filing source

Form ADV 646154 · May 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.