Investment adviser · CRD 148062
PFI STRATEGIES
Investment adviser filing (IA)
PUBLIC FUND INVESTMENT STRATEGIES, LLC
CHESTERFIELD, MO, United States · Form ADV filed Jun 1, 2012
- Regulatory AUM
- $141M Form ADV · Item 5.F
- Client accounts
- 5 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 1, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Security ratings
Compensation
Percentage of assets · Hourly · Fixed · Commissions · Performance-based
Principal office
17295 CHESTERFIELD AIRPORTCHESTERFIELD, MO, 63005, United States
CRD 148062
Filing source
Form ADV 644545 · Jun 1, 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.