Buffington Mohr McNeal is an investment advisor in Boise with $782.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
820499613
SEC advisor number
801-55878
FINRA CRD number
109361
AUM ?
$782.54 mm
(as of 3 Apr 23)
Accounts
1,504
(as of 3 Apr 23)
Employees
10
(10 investment advisory or research)
Address
Buffington Mohr McNeal
P.O. BOX 2016
BOISE
ID 83701
P.O. BOX 2016
BOISE
ID 83701
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
208-338-5551
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mohr, Bruce, Richard | General Partner/chief Compliance Officer | 04/1998 | 25-50% |
Mcneal, Carey, Hale | General Partner | 04/1998 | 50-75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jul 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22