Investment adviser · CRD 111214
SCOBY ZOOK
Investment adviser filing (IA)
ZOOK, SCOBY ALAN
POINT REYES STATION, CA, United States · Form ADV filed Apr 11, 2012
- Regulatory AUM
- $38.2M Form ADV · Item 5.F
- Client accounts
- 119 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: Apr 11, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
11431 STATE ROUTE 1 SUITE 4POINT REYES STATION, CA, 94956, United States
CRD 111214
Filing source
Form ADV 639684 · Apr 11, 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.