FINANCIAL POSITIONING SYSTEM, INC

FINANCIAL POSITIONING SYSTEM, INC of DERWOOD, MD is an SEC-registered investment adviser (CRD 165756). Regulatory assets under management: $2.4M.

Registration

• CRD: 165756
• Type: Registered investment adviser
• Location: 16001 NEW BEDFORD DRIVE, DERWOOD, MD, 20855
• Phone: 240-476-6402
• Latest filing: 2024-02-15
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Subscription.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165756 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search