Wiley Bros.-aintree Capital is an investment advisor in Nashville with $689.96 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Wiley Bros Aintree Capital LLC
SEC CIK
IRS number
621627736
SEC advisor number
801-37145
FINRA CRD number
3767
AUM ?
$663.84 mm
(as of 14 Sep 23)
Accounts
1,810
(as of 14 Sep 23)
Employees
50
(35 investment advisory or research)
Address
Wiley Bros.-aintree Capital
40 BURTON HILLS BLVD.
SUITE 350
NASHVILLE
TN 37215
40 BURTON HILLS BLVD.
SUITE 350
NASHVILLE
TN 37215
Phone
615 255 6431
Latest filings (excl ownership)
MA-A
Municipal Advisor registration (firm) (update)
19 Mar 24
MA/A
Municipal Advisor registration (firm) (amended)
26 Sep 23
MA-A
Municipal Advisor registration (firm) (update)
15 Feb 23
MA-A
Municipal Advisor registration (firm) (update)
25 Mar 22
MA/A
Municipal Advisor registration (firm) (amended)
2 Feb 22
MA/A
Municipal Advisor registration (firm) (amended)
25 Aug 21
MA-I/A
Municipal Advisor registration (individual) (amended)
23 Aug 21
MA/A
Municipal Advisor registration (firm) (amended)
6 Aug 21
MA-A
Municipal Advisor registration (firm) (update)
11 Feb 21
MA-I
Municipal Advisor registration (individual)
25 Sep 20
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22