Investment adviser · CRD 137496
NIGHTINGALE FINANCIAL ADVISORY
Investment adviser filing (IA)
NIGHTINGALE, JERRY
PALO ALTO, CA, United States · Form ADV filed Jun 21, 2012
- Regulatory AUM
- $24.6M Form ADV · Item 5.F
- Client accounts
- 115 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 21, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2600 EL CAMINO REAL, SUITE 220PALO ALTO, CA, 94306, United States
CRD 137496
Filing source
Form ADV 654654 · Jun 21, 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.