Investment adviser · CRD 110678
VM JONES FINANCIAL CONSULTING, L.L.C.
Investment adviser filing (IA)
GILBERT, AZ, United States · Form ADV filed Jun 22, 2012
- Regulatory AUM
- $33.5M Form ADV · Item 5.F
- Client accounts
- 132 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 22, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1772 E. BOSTON, SUITE 103GILBERT, AZ, 85295, United States
CRD 110678
Filing source
Form ADV 655046 · Jun 22, 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.