MONEY MYSTIQUE ASSET MANAGEMENT CO.
CRD #139397 SEC #801-66398 LAKE OSWEGO, OR 503-620-5098
SEC Registered
Total AUM
$31M
Discretionary
$30.1M
Employees
5
Clients
26
Accounts
167
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 28, 2010
- 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 |
|---|---|---|---|---|
| SHERIDAN, KAREN, HALLIDAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SHERIDAN, KAREN, HALLIDAY | I | PRESIDENT | E | Control |
| SHERIDAN, KAREN, HALLIDAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SHERIDAN, KAREN, HALLIDAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SHERIDAN, KAREN, HALLIDAY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 28, 2010 REGISTERED
Notice Filings (1)
OR
Address
FIVE CENTERPOINTE DRIVESUITE 400
LAKE OSWEGO, OR 97035
United States
Phone: 503-620-5098