Investment adviser · CRD 171115

RATHBONE WARWICK INVESTMENT MANAGEMENT

Investment adviser filing (IA)

RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

BOISE, ID, United States · Form ADV filed Jan 29, 2016

Regulatory AUM
$464M
Form ADV · Item 5.F
Client accounts
1,457
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

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: Jan 29, 2016. View historical filings

Reported services

Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

101 S CAPITOL BLVD, SUITE 1701
BOISE, ID, 83702, United States

CRD 171115

Filing source

Form ADV 974007 · Jan 29, 2016 · 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.