Investment adviser · CRD 149358

PHASEINVESTING TECHNOLOGIES, INC.

Investment adviser filing (IA)

HONOLULU, HI, United States · Form ADV filed Jun 22, 2012

Regulatory AUM
$46.3M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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 22, 2012. View historical filings

Reported services

Not reported in these imported fields

Compensation

Percentage of assets · Performance-based

Principal office

WAIKIKI LANDMARK, 1888 KALAKAUA AVENUE, C-312
HONOLULU, HI, 96815, United States

CRD 149358

Filing source

Form ADV 653534 · Jun 22, 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.