Investment adviser · CRD 108907

WPS ADVISORS, INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 28, 2013

Regulatory AUM
$18.4M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
8
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.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 28, 2013. View historical filings

Reported services

Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

527 MADISON AVE
NEW YORK, NY, 10022, United States

CRD 108907

Filing source

Form ADV 723102 · Mar 28, 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.