Wrapmanager is an investment advisor in Mill Valley with $433.45 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
SEC advisor number
801-57629
FINRA CRD number
108834
AUM ?
$340.09 mm
(as of 14 Jul 23)
Accounts
712
(as of 14 Jul 23)
Employees
8
(3 investment advisory or research)
Address
Wrapmanager
319 MILLER AVENUE
MILL VALLEY
CA 94941
319 MILLER AVENUE
MILL VALLEY
CA 94941
Phone
4155417774
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
SC 13G/A
iSHARES TRUST
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22