Investment adviser · CRD 113328
NETOLS ASSET MANAGEMENT INC
Investment adviser filing (IA)
MEQUON, WI, United States · Form ADV filed Mar 20, 2017
- Regulatory AUM
- $677M Form ADV · Item 5.F
- Client accounts
- 36 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
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: Mar 20, 2017. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
1045 W. GLEN OAKS LANE, SUITE 202MEQUON, WI, 53092, United States
CRD 113328
Filing source
Form ADV 1088979 · Mar 20, 2017 · 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.