Investment adviser · CRD 135324

QUALIFIED PLAN ADVISORY, LLC

Investment adviser filing (IA)

COSTA MESA, CA, United States · Form ADV filed Feb 13, 2012

Regulatory AUM
$65M
Form ADV · Item 5.F
Client accounts
22
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: Feb 13, 2012. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

1525 MESA VERDE DRIVE EAST, SUITE 224
COSTA MESA, CA, 92626, United States

CRD 135324

Filing source

Form ADV 612303 · Feb 13, 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.