Investment adviser · CRD 107359
WIESE CAPITAL MANAGEMENT INC
Investment adviser filing (IA)
SOUTHPORT, CT, United States · Form ADV filed Aug 22, 2012
- Regulatory AUM
- $10M Form ADV · Item 5.F
- Client accounts
- 40 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: Aug 22, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Commissions
Principal office
200 PEQUOT AVENUESOUTHPORT, CT, 06890, United States
CRD 107359
Filing source
Form ADV 665962 · Aug 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.