Investment adviser · CRD 110732
NETTING & PACE CPAS
Investment adviser filing (IA)
NETTING & PACE, INCORPORATED
SAN ANTONIO, TX, United States · Form ADV filed Mar 25, 2016
- Regulatory AUM
- $171M Form ADV · Item 5.F
- Client accounts
- 270 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 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 25, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7373 BROADWAY, SUITE 400SAN ANTONIO, TX, 78209-3219, United States
CRD 110732
Filing source
Form ADV 987799 · Mar 25, 2016 · 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.