Investment adviser · CRD 106029
SULLIVAN & SERWITZ
Investment adviser filing (IA)
SULLIVAN & SERWITZ INVESTMENT ADVISORS INC
LOS ALTOS, CA, United States · Form ADV filed Aug 13, 2012
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
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: Aug 13, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Subscription · Fixed · Performance-based
Principal office
779 ALTOS OAKS DRIVELOS ALTOS, CA, 94024, United States
CRD 106029
Filing source
Form ADV 664466 · Aug 13, 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.