MULTI-FINANCIAL SERVICES COMPANY
CRD #108454 SEC #801-58003 PHOENIXVILLE, PA 610-933-1122
SEC Registered
Total AUM
$29.5M
Discretionary
$0
Employees
5
Clients
0
Accounts
440
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALLACE, ANGUS, DUFF | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, ANGUS, DUFF | I | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, ANGUS, DUFF | I | GENERAL PARTNER | D | Control |
| WALLACE, DARRIN, MCCLAIN | I | PARTNER | C | Control |
| WALLACE, DARRIN, MCCLAIN | I | PARTNER | C | Control |
| WALLACE, DARRIN, MCCLAIN | I | PARTNER | C | Control |
Registrations
Federal
IA
Mar 13, 2007 REGISTERED
Notice Filings (1)
PA
Address
741 PIKE SPRINGS ROADPHOENIXVILLE, PA 19460
USA
Phone: 610-933-1122