Investment adviser · CRD 110655
VALU-TRAC RESEARCH
Investment adviser filing (IA)
MILLAR ROBERT PETER WHARTON
FOCHABERS MORAY, UK, United Kingdom · Form ADV filed Aug 12, 2019
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 1339227 · Aug 12, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 12, 2019. View historical filings
Reported services
Publication of newsletters
Compensation
Subscription · Fixed
Principal office
MAINS OF ORTONFOCHABERS MORAY, UK, IV32 7QE, United Kingdom
CRD 110655
Filing source
Form ADV 1339227 · Aug 12, 2019 · 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.