Investment adviser · CRD 159327
VIKING WEALTH ADVISORS
Investment adviser filing (IA)
R.O. MILLS MANAGEMENT, LLC
JACKSON, MO, United States · Form ADV filed Dec 2, 2014
- Regulatory AUM
- $105M Form ADV · Item 5.F
- Client accounts
- 474 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 2, 2014. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
620 WEST JACKSON BLVD.JACKSON, MO, 63755, United States
CRD 159327
Filing source
Form ADV 850463 · Dec 2, 2014 · 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.