Company profile
Website
Employees
Location
SEC CIK
IRS number
61493649
SEC advisor number
801-57744
FINRA CRD number
108742
AUM ?
$405.92 mm
(as of 26 Mar 24)
Accounts
810
(as of 26 Mar 24)
Employees
3
(1 investment advisory or research)
Address
Mark Sheptoff Financial Planning
703 HEBRON AVE.
3RD FLOOR
GLASTONBURY
CT 06033
703 HEBRON AVE.
3RD FLOOR
GLASTONBURY
CT 06033
Phone
860-734-1090
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22