Investment adviser · CRD 169159

PLESO CAPITAL GROUP, INC.

Investment adviser filing (IA)

PLESO, JOSEPH FRANCIS

· Form ADV filed Feb 18, 2017

Employees
0
Reported in this filing
Advisory professionals
0
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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: Feb 18, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Security ratings · Market timing · Educational seminars

Compensation

Percentage of assets · Hourly · Subscription · Fixed · Commissions · Performance-based

Principal office

CRD 169159

Filing source

Form ADV 1055832 · Feb 18, 2017 · 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.