Allworth Financial is an investment advisor in Folsom with $13.75 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Hanson McClain, Inc.
SEC CIK
IRS number
680372662
SEC advisor number
801-68255
FINRA CRD number
111167
AUM ?
$19.31 bn
(as of 22 Mar 24)
Accounts
66,085
(as of 22 Mar 24)
Employees
392
(156 investment advisory or research)
Address
Allworth Financial
8775 FOLSOM BLVD.
SUITE 100
SACRAMENTO
CA 95826
8775 FOLSOM BLVD.
SUITE 100
SACRAMENTO
CA 95826
Phone
800-482-2196
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22