Jolley Asset Management is an investment advisor in Rocky Mount with $283.07 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
562096072
SEC advisor number
801-60529
FINRA CRD number
113600
AUM ?
$283.07 mm
(as of 17 Mar 20)
Accounts
412
(as of 17 Mar 20)
Employees
5
(4 investment advisory or research)
Address
Jolley Asset Management
210 BRYANT STREET
SUITE A
ROCKY MOUNT
NC 27804
210 BRYANT STREET
SUITE A
ROCKY MOUNT
NC 27804
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
252 451 1450
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Jolley, Frank, Gehman | President, Managing Member, Chief Investment Officer | 07/1998 | 50-75% |
Vogel, William, Alan | Member | 07/1998 | 10-25% |
Sapp, Terry, Webb | Vice President - Chief Compliance Officer | 02/2006 | < 5% |
Collier, William, Henry | Vice President, Member, Senior Portfolio Manager | 01/2016 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 20
13F-HR
Quarterly holdings report by institutional manager
24 Jan 20
13F-HR
Quarterly holdings report by institutional manager
16 Oct 19
13F-HR
Quarterly holdings report by institutional manager
22 Jul 19
13F-HR
Quarterly holdings report by institutional manager
16 Apr 19
13F-HR
Quarterly holdings report by institutional manager
28 Jan 19
13F-HR
Quarterly holdings report by institutional manager
18 Oct 18
13F-HR
Quarterly holdings report by institutional manager
18 Jul 18
13F-HR
Quarterly holdings report by institutional manager
13 Apr 18
13F-HR
Quarterly holdings report by institutional manager
18 Jan 18