Investment adviser · CRD 105563
ROBERT J OBERST,SR & ASSOCIATES
Investment adviser filing (IA)
T. GARRY PITNEY & ASSOCIATES INC.
RED BANK, NJ, United States · Form ADV filed Mar 16, 2015
- Regulatory AUM
- $123M Form ADV · Item 5.F
- Client accounts
- 320 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
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: Mar 16, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
218 BROAD STRED BANK, NJ, 07701, United States
CRD 105563
Filing source
Form ADV 880589 · Mar 16, 2015 · 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.