Investment adviser · CRD 151104
THOMAS AZZARA - TAY HAVEN REPORTER
Investment adviser filing (IA)
AZZARA THOMAS PETER
· Form ADV filed Jun 29, 2018
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 29, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
CRD 151104
Filing source
Form ADV 1215082 · Jun 29, 2018 · 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.