Investment adviser · CRD 116752
PAYSSE JENNISON, INC.
Investment adviser filing (IA)
MERCER ISLAND, WA, United States · Form ADV filed Jun 13, 2012
- Regulatory AUM
- $38.3M Form ADV · Item 5.F
- Client accounts
- 228 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 13, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9311 SE 36TH STREET, SUITE 206MERCER ISLAND, WA, 98040, United States
CRD 116752
Filing source
Form ADV 652828 · Jun 13, 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.