Investment adviser · CRD 105340

PAGEONE FINANCIAL, INC.

Investment adviser filing (IA)

GLENS FALLS, NY, United States · Form ADV filed Jun 7, 2016

Regulatory AUM
$60M
Form ADV · Item 5.F
Client accounts
617
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

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: Jun 7, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

485 GLEN STREET, SUITE 1
GLENS FALLS, NY, 12801, United States

CRD 105340

Filing source

Form ADV 1020550 · Jun 7, 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.