Investment adviser · CRD 113792

PONDEROSA WEALTH MANAGEMENT

Investment adviser filing (IA)

MDS INVESTMENTS, INC.

PRESCOTT, AZ, United States · Form ADV filed Apr 23, 2012

Regulatory AUM
$35.3K
Form ADV · Item 5.F
Client accounts
210
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: Apr 23, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1129 IRON SPRINGS ROAD, SUITE 201
PRESCOTT, AZ, 86305, United States

CRD 113792

Filing source

Form ADV 642351 · Apr 23, 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.