Investment adviser · CRD 122246

PAKOLA, STEICHEN & COMPANY LLP

Investment adviser filing (IA)

BLOOMINGTON, MN, United States · Form ADV filed May 15, 2015

Regulatory AUM
$5.84M
Form ADV · Item 5.F
Client accounts
30
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
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: May 15, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1550 AMERICAN BOULEVARD EAST, SUITE 640
BLOOMINGTON, MN, 55425, United States

CRD 122246

Filing source

Form ADV 917502 · May 15, 2015 · 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.