CapEdge
Loading...
Advanced
What's new? Log in Free sign up
  • Home
  • Sectors & IndustriesSectors
  • Earnings
  • IPOs
  • SPACs
  • Transcripts
  • Insider
  • Institutional
  • Crypto
  • Screeners
  • Reddit
  • Splits
  • Company Dashboard
  • Filings
  • Holdings

Eads & Heald Wealth Management

Company Profile

Company profile

Website
www.eadsheald.com
Employees
Incorporated
Georgia
Location
Georgia
Fiscal year end
Dec 31
Former names
Eads & Heald Investment Counsel
SEC CIK
0001035912
IRS number
581716736
SEC advisor number
801-29263
FINRA CRD number
105524
AUM ?
$265.07 mm (as of 17 Mar 22)
Accounts
302 (as of 17 Mar 22)
Employees
6 (4 investment advisory or research)
Address
Eads & Heald Wealth Management
SUITE 760
2100 RIVEREDGE PKWY NW
ATLANTA
GA 30328
Phone
(770)988-9556
Brochures
  • Eads & Heald Wealth Management Form Adv Part 2 As of 12/31/2021 (17 Mar 22)
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
29 Apr 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
2 Nov 20
Finsight
Resources
  • Knowledgebase
  • Log In
  • Register
Company
  • About
  • Contact
  • Solutions
Products
  • Deal Roadshow
  • DealVDR
  • Evercall
  • Finsight.com
CapEdge
  • Earnings Calendar
  • Earnings Transcripts
  • EDGAR Filing Screener
  • IPO Calendar
  • Compliance
  • Privacy
  • Security
  • Terms
AngelList LinkedIn