Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200389794
SEC advisor number
801-63624
FINRA CRD number
129613
AUM ?
$865.06 mm
(as of 31 May 20)
Accounts
2,484
(as of 31 May 20)
Employees
12
(12 investment advisory or research)
Address
Willingdon Wealth Management
13801 REESE BLVD
STE 155
HUNTERSVILLE
NC 28078
13801 REESE BLVD
STE 155
HUNTERSVILLE
NC 28078
Phone
704-659-7810
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Apr 20
13F-HR
Quarterly holdings report by institutional manager
10 Feb 20
13F-HR
Quarterly holdings report by institutional manager
1 Nov 19
13F-HR
Quarterly holdings report by institutional manager
1 Aug 19
13F-HR
Quarterly holdings report by institutional manager
9 May 19
13F-HR
Quarterly holdings report by institutional manager
13 Feb 19
13F-HR
Quarterly holdings report by institutional manager
1 Nov 18
13F-HR
Quarterly holdings report by institutional manager
3 Aug 18
13F-HR
Quarterly holdings report by institutional manager
8 May 18
13F-HR
Quarterly holdings report by institutional manager
8 Feb 18