Investment adviser · CRD 156300

ST. ONGE, PAUL PHILIP

Investment adviser filing (IA)

EAST GREENWICH, RI, United States · Form ADV filed Feb 6, 2014

Regulatory AUM
$135M
Form ADV · Item 5.F
Client accounts
65
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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: Feb 6, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

5586 POST ROAD
EAST GREENWICH, RI, 02818, United States

CRD 156300

Filing source

Form ADV 779782 · Feb 6, 2014 · 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.