Private Advisor is an investment advisor in Morristown with $33.94 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 ?
$29.37 bn
(as of 14 Oct 22)
Accounts
121,032
(as of 14 Oct 22)
Employees
651
(649 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
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
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
22 Apr 21
13F-HR
Quarterly holdings report by institutional manager
1 Apr 21