AUMdb
SC

S&J Consulting Services, Inc

State-registered Investment Adviser CRD 125619 · Woodbury, NY
☆ Save with Pro ADV data as of Apr 22, 2019
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
0

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/22/2019 965 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • REFFERAL FEES

Services

  • Financial planning services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2019.

View current Form ADV (SEC/IAPD) ↗