Investment adviser · CRD 105630
THE HEADLANDS GROUP, INC
Investment adviser filing (IA)
LARKSPUR, CA, United States · Form ADV filed Jun 25, 2012
- Regulatory AUM
- $57M Form ADV · Item 5.F
- Client accounts
- 87 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: Jun 25, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
100 LARKSPUR LANDING CIRCLE, SUITE 202LARKSPUR, CA, 94939, United States
CRD 105630
Filing source
Form ADV 655601 · Jun 25, 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.