Investment adviser · CRD 106860
VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
Investment adviser filing (IA)
BELLEVILLE, IL, United States · Form ADV filed Mar 9, 2012
- Regulatory AUM
- $30.4M Form ADV · Item 5.F
- Client accounts
- 13 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: Mar 9, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Hourly
Principal office
4010 N ILLINOIS STREET, SUITE 3BELLEVILLE, IL, 62226, United States
CRD 106860
Filing source
Form ADV 619929 · Mar 9, 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.