Investment adviser · CRD 145340

POTERACK CAPITAL ADVISORY, INC.

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Jun 26, 2012

Regulatory AUM
$34.2M
Form ADV · Item 5.F
Client accounts
563
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 26, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

2115 REXFORD ROAD, SUITE 311
CHARLOTTE, NC, 28211, United States

CRD 145340

Filing source

Form ADV 655998 · Jun 26, 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.