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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$269MItem 5.F on the latest filing (2018-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$269M

Private client RAUM

$246MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

106

High net worth clients

100

SEC number

801-61130

CRD

120434

Filings on the tape

24

First filed

Mar 15, 2012

Latest filed

Mar 24, 2018

Organised

Corporation, Georgia

• Occurred

  Mar 23, 2018
  Regulatory AUM changed

  Municipal Portfolio Managers, Inc. reported RAUM $269.0M, down 52% from $565.4M (2017-09-29 to 2018-03-23)

  Form ADVobserved 6 days ago
  $-296M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:59d0a83a-b8f7-c0d8-733e-3fcdf3933cc9

First observed

Mar 15, 2012

Last observed

Mar 24, 2018 103 months ago

Source families

Federal regulator filings

3 registered feeds 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.