Investment adviser · CRD 284716

STAPLETON FINANCIAL GROUP

Investment adviser filing (IA)

STAPLETON & CO., LLC DBA STAPLETON FINANCIAL GROUP

BILLINGS, MT, United States · Form ADV filed Dec 7, 2016

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
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: Dec 7, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

1511 14TH STREET WEST
BILLINGS, MT, 59102, United States

CRD 284716

Filing source

Form ADV 1054990 · Dec 7, 2016 · 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.