D. Scott Neal is an investment advisor in Lexington with $333.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
611287393
SEC advisor number
801-60070
FINRA CRD number
110975
AUM ?
$304.26 mm
(as of 12 Mar 24)
Accounts
1,333
(as of 12 Mar 24)
Employees
10
(6 investment advisory or research)
Address
D. Scott Neal
P.O. BOX 2010
LEXINGTON
KY 40588
P.O. BOX 2010
LEXINGTON
KY 40588
Phone
8592543036
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22