Investment adviser · CRD 110182
MOK CAPITAL MANAGEMENT
Investment adviser filing (IA)
MOK STANLEY QUION
LOS ALTOS, CA, United States · Form ADV filed Jun 1, 2012
- Regulatory AUM
- $45.4M Form ADV · Item 5.F
- Client accounts
- 152 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Jun 1, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Commissions
Principal office
4962 EL CAMINO REAL, STE 235LOS ALTOS, CA, 94022-1456, United States
CRD 110182
Filing source
Form ADV 650564 · Jun 1, 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.