BFT Financial is an investment advisor in Hurst with $609.29 mm assets under management.
Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
752856929
SEC advisor number
801-57022
FINRA CRD number
109121
AUM ?
$609.29 mm
(as of 1 Sep 21)
Accounts
3,226
(as of 1 Sep 21)
Employees
22
(22 investment advisory or research)
Office hours
Monday - Friday, 8AM-5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sivo, John Anthony | Finop | 08/2001 | < 5% |
Tally, Stephen Dallas | Chief Compliance Officer | 01/2003 | < 5% |
Leo Capital Corp. | Owner | 08/2019 | > 75% |
Papadopoulos, Jessica Carolyn Cutrera | Managing Member | 08/2019 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
4 Aug 21
13F-HR
Quarterly holdings report by institutional manager
13 Apr 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
6 Nov 20