Adams Diversified Equity Fund (ADX) is a publicly held, internally-managed closed-end fund that invests primarily in U.S. large-cap stocks. ADX is also registered as an investment advisor but currently has no outside clients. If ADX is retained by outside clients, investment guidelines will be outlined in an investment management agreement, allowing clients to impose restrictions on investments.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
ADX does not currently manage accounts for individuals. They expect to provide portfolio management services to institutional clients. All fees are subject to negotiation.
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Location
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No advisors found for this firm.