Private Advisor is an investment advisor in Morristown with $29.37 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273463733
SEC advisor number
801-72060
FINRA CRD number
155216
AUM ?
$31.54 bn
(as of 9 Apr 24)
Accounts
122,156
(as of 9 Apr 24)
Employees
726
(721 investment advisory or research)
Address
Private Advisor
65 MADISON AVENUE
MORRISTOWN
NJ 07960
65 MADISON AVENUE
MORRISTOWN
NJ 07960
Phone
973-538-7010
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 May 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22