Investment adviser · CRD 167979

NCS WEALTH, LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed May 21, 2013

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
0
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: May 21, 2013. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

100 PINE STREET, SUITE 2700
SAN FRANCISCO, CA, 94111, United States

CRD 167979

Filing source

Form ADV 738112 · May 21, 2013 · 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.