Investment adviser · CRD 130761
MOWERY CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
MCKINNEY, TX, United States · Form ADV filed Jun 22, 2012
- Regulatory AUM
- $29.6M Form ADV · Item 5.F
- Client accounts
- 140 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 22, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
201 W. VIRGINIA STREETMCKINNEY, TX, 75069, United States
CRD 130761
Filing source
Form ADV 654886 · Jun 22, 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.