Investment adviser · CRD 110794
TRIPP FINANCIAL CONSULTANTS, INC.
Investment adviser filing (IA)
ROCKVILLE, MD, United States · Form ADV filed Jun 25, 2012
- Regulatory AUM
- $66.3M Form ADV · Item 5.F
- Client accounts
- 448 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: Jun 25, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2400 RESEARCH BLVD, SUITE 300ROCKVILLE, MD, 20850-6215, United States
CRD 110794
Filing source
Form ADV 654829 · Jun 25, 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.