Foster & Motley is an investment advisor in Cincinnati with $2.06 bn assets under management.
Company profile
Employees
Location
SEC CIK
IRS number
311482336
SEC advisor number
801-53289
FINRA CRD number
106905
AUM ?
$2.27 bn
(as of 28 Mar 24)
Accounts
861
(as of 28 Mar 24)
Employees
48
(20 investment advisory or research)
Address
Foster & Motley
7755 MONTGOMERY RD.
SUITE 100
CINCINNATI
OH 45236
7755 MONTGOMERY RD.
SUITE 100
CINCINNATI
OH 45236
Phone
513-561-6640
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22