Thoroughbred Financial Services is an investment advisor in Brentwood with $2.93 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Thoroughbred Financial Services LLC
SEC CIK
IRS number
621784717
SEC advisor number
801-56741
FINRA CRD number
47893
AUM ?
$2.91 bn
(as of 27 Mar 24)
Accounts
6,330
(as of 27 Mar 24)
Employees
34
(33 investment advisory or research)
Address
Thoroughbred Financial Services
5110 MARYLAND WAY
SUITE 300
BRENTWOOD
TN 37027
5110 MARYLAND WAY
SUITE 300
BRENTWOOD
TN 37027
Phone
615-371-0001
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21