Investment adviser · CRD 114752
OLIMPIO NEU & ASSOCIATES, INC.
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed May 23, 2012
- Regulatory AUM
- $46.1M Form ADV · Item 5.F
- Client accounts
- 99 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: May 23, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
15770 DALLAS PARKWAY, SUITE 200DALLAS, TX, 75248, United States
CRD 114752
Filing source
Form ADV 648820 · May 23, 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.