Investment adviser · CRD 109217

SINGER POTITO ASSOCIATES INC

Investment adviser filing (IA)

AMHERST, MA, United States · Form ADV filed Mar 20, 2013

Regulatory AUM
$180M
Form ADV · Item 5.F
Client accounts
277
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
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: Mar 20, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly

Principal office

9 RESEARCH DRIVE, SUITE #1
AMHERST, MA, 01002, United States

CRD 109217

Filing source

Form ADV 697804 · Mar 20, 2013 · 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.