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FINANCIAL POSITIONING SYSTEM, INC
CRD 165756
16001 NEW BEDFORD DRIVE, DERWOOD, MD, 20855, United States
Phone
240-476-6402
Fax
240-912-7393
Registration
— (—)
Source
State registered
Total AUM
$2.4M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Subscription fees
Org form
Corporation
Filing date
2024-02-15
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.4M |
Official SEC filing: View on IAPD