This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

TOWER WEALTH MANAGERSCRD 144791

Fund type

COMMON TRUST FUND

Latest reported GAV

$4.7Mgross asset value on Schedule D 7.B(1), as of 2017-05-22; never fund size

Peak reported GAV

$5.9M

Beneficial owners

34

Minimum investment

$0

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Organised in

Missouri, United States

First reported

Mar 28, 2012

Last reported

May 22, 2017fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

13

Fund id

805-7270127189

Graph

RIA / Wealth Management

Canonical id

dfx:ria:13365180-5340-5531-e6a2-242d79d90c6c

First observed

Mar 28, 2012

Last observed

May 22, 2017 113 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.