Investment adviser · CRD 107832
SANTOMENNO ROCCO ROBERT
Investment adviser filing (IA)
· Form ADV filed Feb 21, 2012
- Regulatory AUM
- $17.3M Form ADV · Item 5.F
- Client accounts
- 93 Accounts, not individual clients
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Employees.
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: Feb 21, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
CRD 107832
Filing source
Form ADV 600548 · Feb 21, 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.