WADE INVESTMENTS, LLC
Legal name: WADE FOLIOS
CRD #131559 SEC #801-63227 MINNEAPOLIS, MN 763-746-2883
SEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
Employees
5
Clients
0
Accounts
30
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 2005
- 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 |
|---|---|---|---|---|
| PRIMEAU, BRUCE | I | VICE PRESIDENT | NA | |
| PRIMEAU, BRUCE | I | VICE PRESIDENT | NA | |
| WADE, JERRY, BOVENDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WADE, JERRY, BOVENDER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WADE, JERRY, BOVENDER | I | MANAGING MEMBER | E | Control |
| WADE, JERRY, BOVENDER | I | MANAGING MEMBER | E | |
| WADE, JERRY, BOVENDER | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 12, 2005 REGISTERED
Notice Filings (4)
IL MN OH WI
Address
5500 WAYZATA BLVDSUITE 200
MINNEAPOLIS, MN 55416
USA
Phone: 763-746-2883