Investment adviser · CRD 288761
THEMONEYMD.COM, LLC
Investment adviser filing (IA)
POLSON, MT, United States · Form ADV filed Dec 21, 2017
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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: Dec 21, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
50242 HIGHWAY 93, SUITE #7POLSON, MT, 59860, United States
CRD 288761
Filing source
Form ADV 1159210 · Dec 21, 2017 · 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.