Investment adviser · CRD 153019
QL ANALYTICS
Investment adviser filing (IA)
W. CONSHOHOCKEN, PA, United States · Form ADV filed Nov 8, 2011
- Regulatory AUM
- $2.58M 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 fundsThe 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: Nov 8, 2011. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers · Market timing
Compensation
Percentage of assets · Performance-based
Principal office
ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 1111W. CONSHOHOCKEN, PA, 19428, United States
CRD 153019
Filing source
Form ADV 589167 · Nov 8, 2011 · 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.