AUMdb
AS

Armstrong, Shane

State-registered Investment Adviser CRD 301156 · Boynton Beach, FL
☆ Save with Pro ADV data as of Mar 07, 2019
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/07/2019 296 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

Not reported.

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: Mar 07, 2019.

View current Form ADV (SEC/IAPD) ↗