ACCURATE INVESTMENT SOLUTIONS, INC.

ACCURATE INVESTMENT SOLUTIONS, INC. of SEVEN FIELDS, PA is an SEC-registered investment adviser (CRD 143008). Regulatory assets under management: $331.3M.

Registration

• CRD: 143008
• SEC file number: 801-67529
• Type: Registered investment adviser
• Location: 310 SEVEN FIELDS BLVD., SUITE 161, SEVEN FIELDS, PA, 16046
• Phone: 724-353-1800
• Latest filing: 2020-02-07
• Regulatory AUM: $331.3M
• Discretionary AUM: $327.9M
• Non-discretionary AUM: $3.3M
• Clients: 11
• Accounts: 1,476

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 143008 on SEC IAPD (source of record)
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