Chartist is an investment advisor in Long Beach with $235.37 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
952972961
SEC advisor number
801-11714
FINRA CRD number
105072
AUM ?
$235.37 mm
(as of 13 Jun 22)
Accounts
587
(as of 13 Jun 22)
Employees
4
(4 investment advisory or research)
Address
Chartist
PO BOX 758
SEAL BEACH
CA 90740
PO BOX 758
SEAL BEACH
CA 90740
Office hours
Monday - Friday, 8:00AM TO 3:00PM
Phone
5625962385
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mais, Steven, Gerard | Executive Vice President/chief Compliance Officer | 09/2004 | < 5% |
Mais, William, Edward | Vice President | 07/1999 | < 5% |
Mais, Christopher, Kier | Vice President | 07/1999 | < 5% |
Sullivan, Daniel, Francis | President | 11/1975 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21