Investment adviser · CRD 107718
THE MDE GROUP, INC.
Investment adviser filing (IA)
MORRISTOWN, NJ, United States · Form ADV filed Mar 31, 2015
- Regulatory AUM
- $1.25B Form ADV · Item 5.F
- Client accounts
- 1,682 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
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 31, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
465 SOUTH STREET, SUITE 304MORRISTOWN, NJ, 07960, United States
CRD 107718
Filing source
Form ADV 888657 · Mar 31, 2015 · 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.