Investment adviser · CRD 107609
STURNIOLO JOSEPH S & ASSOCIATES INC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Mar 16, 2012
- Regulatory AUM
- $28.7M Form ADV · Item 5.F
- Client accounts
- 274 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: Mar 16, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
7535 EAST HAMPDEN AVE, SUITE 501DENVER, CO, 80231, United States
CRD 107609
Filing source
Form ADV 618359 · Mar 16, 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.