5 STAR INVESTING

5 STAR INVESTING of MILTON-FREEWATER, OR is an SEC-registered investment adviser (CRD 155479). Regulatory assets under management: $16.2M.

Registration

• CRD: 155479
• Type: Registered investment adviser
• Location: 512 N MAIN, MILTON-FREEWATER, OR, 97862
• Phone: 541-938-6105
• Latest filing: 2024-03-05
• Regulatory AUM: $16.2M
• Discretionary AUM: $16.2M
• Clients: 1
• Accounts: 106

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155479 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search