BKS Advisors is an investment advisor in Southfield with $300.68 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383540855
SEC advisor number
801-60022
FINRA CRD number
109065
AUM ?
$300.68 mm
(as of 25 Mar 19)
Accounts
1,052
(as of 25 Mar 19)
Employees
6
(6 investment advisory or research)
Address
BKS Advisors
28411 NORTHWESTERN HIGHWAY
SUITE 760
SOUTHFIELD
MI 48034
28411 NORTHWESTERN HIGHWAY
SUITE 760
SOUTHFIELD
MI 48034
Phone
248-358-6500
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 19
13F-HR
Quarterly holdings report by institutional manager
30 Jan 19
13F-HR
Quarterly holdings report by institutional manager
26 Oct 18
13F-HR
Quarterly holdings report by institutional manager
6 Aug 18
13F-HR
Quarterly holdings report by institutional manager
3 May 18
13F-HR
Quarterly holdings report by institutional manager
12 Feb 18
13F-HR
Quarterly holdings report by institutional manager
9 Nov 17
13F-HR
Quarterly holdings report by institutional manager
8 Aug 17
13F-HR
Quarterly holdings report by institutional manager
15 May 17
13F-HR
Quarterly holdings report by institutional manager
13 Feb 17