Investment adviser · CRD 166847

WKFC-TRUST

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Mar 18, 2014

Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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 18, 2014. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

338 S. SHARON AMITY RD.
CHARLOTTE, NC, 28211-2806, United States

CRD 166847

Filing source

Form ADV 795093 · Mar 18, 2014 · 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.