Foothills Asset Management is an investment advisor in Scottsdale with $197.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
860801223
SEC advisor number
801-55154
FINRA CRD number
108459
AUM ?
$197.35 mm
(as of 31 Jan 20)
Accounts
280
(as of 31 Jan 20)
Employees
4
(2 investment advisory or research)
Address
Foothills Asset Management
8767 E. VIA DE VENTURA, STE 175
SCOTTSDALE
AZ 85258
8767 E. VIA DE VENTURA, STE 175
SCOTTSDALE
AZ 85258
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
(480) 777-9870
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wibel Family Trust Dated 11-14-08 | Trust | 11/2008 | > 75% |
Wibel, Robert, Keith | President, Trustee | 08/1995 | < 5% |
Wibel, Florence, Ruth | Treasurer, Trustee | 09/1998 | < 5% |
Burton, Michelle, Marie | Chief Compliance Officer | 04/2017 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 20
13F-HR
Quarterly holdings report by institutional manager
27 Jan 20
13F-HR
Quarterly holdings report by institutional manager
18 Oct 19
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Oct 19
13F-HR
Quarterly holdings report by institutional manager
17 Jul 19
13F-HR
Quarterly holdings report by institutional manager
18 Apr 19
13F-HR
Quarterly holdings report by institutional manager
16 Jan 19
13F-HR
Quarterly holdings report by institutional manager
17 Oct 18
13F-HR
Quarterly holdings report by institutional manager
13 Jul 18
13F-HR
Quarterly holdings report by institutional manager
10 Apr 18