Investment adviser · CRD 162427

WELLSPRING99

Investment adviser filing (IA)

TUCSON, AZ, United States · Form ADV filed Aug 16, 2013

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
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: Aug 16, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4007 E. PARADISE FALLS DRIVE, SUITE 128
TUCSON, AZ, 85712, United States

CRD 162427

Filing source

Form ADV 752009 · Aug 16, 2013 · 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.