Investment adviser · CRD 115580

PROFESSIONAL INVESTMENT MANAGEMENT SERVICES, PLLC

Investment adviser filing (IA)

KENNEWICK, WA, United States · Form ADV filed Jun 7, 2012

Regulatory AUM
$37.6M
Form ADV · Item 5.F
Client accounts
760
Accounts, not individual clients
Advisory professionals
0
Investment advisory functions

Not available in this filing: Employees.

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 7, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

7103 W. CLEARWATER, SUITE B
KENNEWICK, WA, 99336, United States

CRD 115580

Filing source

Form ADV 651696 · Jun 7, 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.