RIA Intelligence

INDEX RESULTS

CRD #134010 SEC #801-63882 LIVONIA, MI 734-422-8040
SEC Registered
Total AUM
$8M
Discretionary
$8M
Employees
5
Clients
10
Accounts
7

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 31, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NAGLER, WILLIAM, MERLEIDR.NA Control
NAGLER, WILLIAM, MERLEICHIEF COMPLIANCE OFFICERNA Control
NAGLER, WILLIAM, MERLEICHIEF COMPLIANCE OFFICERNA Control
NAGLER, TODD, ANTHONYIOWNERE Control

Registrations

Federal

IA
Jan 31, 2005 REGISTERED

Notice Filings (1)

MI

Address

16311 MIDDLEBELT
LIVONIA, MI 48154
USA
Phone: 734-422-8040