Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
520946018
SEC advisor number
801-14191
FINRA CRD number
104618
AUM ?
$1.16 bn
(as of 29 Oct 24)
Accounts
3,292
(as of 29 Oct 24)
Employees
27
(17 investment advisory or research)
Address
SPC Financial
3202 TOWER OAKS BLVD.
SUITE 400
ROCKVILLE
MD 20852
3202 TOWER OAKS BLVD.
SUITE 400
ROCKVILLE
MD 20852
Phone
301-770-6800
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Oct 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
21 Aug 24
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22