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Asset Dedication

Company Profile

Company profile

Website

www.assetdedication.com

Incorporated

Location

Fiscal year end

SEC CIK

SEC advisor number

801-71892

FINRA CRD number

151988

AUM ?

$2.10 bn (as of 12 Apr 23)

Accounts

5,197 (as of 12 Apr 23)

Employees

13 (10 investment advisory or research)

Address

Asset Dedication
220 MONTGOMERY ST.
SUITE 865
SAN FRANCISCO
CA 94104

Office hours

BY APPOINTMENT, BY APPOINTMENT

Phone

866-535-0897

Brochures

Part 2A,2B (31 Mar 23)

Ownership

Owner	Title	From	%Ownership
Huxley, Stephen, Jared	Member/manager/chief Investment Strategist	10/2009	25-50%
Burns, John, Brent	Member/manager/president/chief Compliance Officer	10/2009	25-50%
Yeoman, Daniel, Gray	Member/manager/director of Operations	10/2012	10-25%
Fletcher, Jeremy, Dana	Member/manager/director of Investments and Portfolio Risk Management	10/2011	10-25%

Latest filings (excl ownership)

$3.3M in equity, sold $3.3M, 1 investor

Latest ownership filings

View all

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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