Investment adviser · CRD 105318

WAKLEY & ROBERTON INC

Investment adviser filing (IA)

MOUNTLAKE TERRACE, WA, United States · Form ADV filed Mar 23, 2017

Regulatory AUM
$110M
Form ADV · Item 5.F
Client accounts
51
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 23, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6100 219TH ST SW, SUITE 480
MOUNTLAKE TERRACE, WA, 98043-2222, United States

CRD 105318

Filing source

Form ADV 1084696 · Mar 23, 2017 · 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.