Investment adviser · CRD 112935
TRACS FINANCIAL
Investment adviser filing (IA)
FLYNN, JEFFERY, BENJAMIN
· Form ADV filed Oct 11, 2013
- Regulatory AUM
- $58.2M Form ADV · Item 5.F
- Client accounts
- 13 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: Oct 11, 2013. View historical filings
Reported services
Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Subscription
Principal office
CRD 112935
Filing source
Form ADV 754289 · Oct 11, 2013 · 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.