Investment adviser · CRD 107596

NETWORTH ADVISORS

Investment adviser filing (IA)

M FINANCIAL NETWORK INC

WATERLOO, IA, United States · Form ADV filed Apr 17, 2012

Regulatory AUM
$13M
Form ADV · Item 5.F
Client accounts
53
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Apr 17, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

999 HOME PLAZA, SUITE 200
WATERLOO, IA, 50701, United States

CRD 107596

Filing source

Form ADV 641061 · Apr 17, 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.