MULTI-FINANCIAL SERVICES COMPANY

MULTI-FINANCIAL SERVICES COMPANY of PHOENIXVILLE, PA is an SEC-registered investment adviser (CRD 108454). Regulatory assets under management: $29.5M.

Registration

• CRD: 108454
• SEC file number: 801-58003
• Type: Registered investment adviser
• Location: 741 PIKE SPRINGS ROAD, PHOENIXVILLE, PA, 19460
• Phone: 610-933-1122
• Latest filing: 2007-03-13
• Regulatory AUM: $29.5M
• Non-discretionary AUM: $29.5M
• Clients: 1
• Accounts: 440

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 108454 on SEC IAPD (source of record)
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