Investment adviser · CRD 120243
THE RESOURCE GROUP ASSET AND TRUST MANAGERS
Investment adviser filing (IA)
MMGC INC.
PALM DESERT, CA, United States · Form ADV filed Aug 29, 2012
- Regulatory AUM
- $47.3M Form ADV · Item 5.F
- Client accounts
- 106 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: Aug 29, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
78-000 FRED WARING DRIVE, SUITE 204PALM DESERT, CA, 92211, United States
CRD 120243
Filing source
Form ADV 667413 · Aug 29, 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.