Cim Investment Mangement is an investment advisor in Pittsburgh with $917.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251738846
SEC advisor number
801-47108
FINRA CRD number
106292
AUM ?
$917.90 mm
(as of 30 Mar 22)
Accounts
66
(as of 30 Mar 22)
Employees
9
(9 investment advisory or research)
Address
Cim Investment Mangement
239 FOURTH AVE SUITE 1302
PITTSBURGH
PA 15222
239 FOURTH AVE SUITE 1302
PITTSBURGH
PA 15222
Office hours
Monday - Friday, 9AM TO 5PM
Phone
4127652771
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fisher, Andrew, Clayton | President | 01/2003 | > 75% |
Maslek, Steve, Michael | Chief Administative Officer | 06/2008 | < 5% |
Smalls, Antoine, Lamont | Chief Compliance Officer | 03/2010 | < 5% |
Salamone, Justin, Robert | Senior Vice President | 09/2009 | < 5% |
Latest filings (excl ownership)
MA-A
Municipal Advisor registration (firm) (update)
29 Mar 24
MA-A
Municipal Advisor registration (firm) (update)
15 Feb 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
26 Jan 23
MA-I/A
Municipal Advisor registration (individual) (amended)
20 Jan 23
MA-A
Municipal Advisor registration (firm) (update)
4 Apr 22
MA-A
Municipal Advisor registration (firm) (update)
7 Apr 21
MA-A
Municipal Advisor registration (firm) (update)
25 Apr 20
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
16 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Sep 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 May 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22