Fis is an investment advisor in Philadelphia with $8.57 bn assets under management.
Company profile
Website
Employees
Location
Industry
SEC CIK
IRS number
202103144
SEC advisor number
801-51407
FINRA CRD number
111126
AUM ?
$8.57 bn
(as of 30 Apr 20)
Accounts
84
(as of 30 Apr 20)
Employees
36
(14 investment advisory or research)
Address
Fis
1845 WALNUT STREET
SUITE 800
PHILADELPHIA
PA 19103
1845 WALNUT STREET
SUITE 800
PHILADELPHIA
PA 19103
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
215-567-1100
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Byles Williams, Tina | CEO & Cio/director | 02/1996 | < 5% |
Simms, Shelley | Chief Compliance Officer & General Counsel | 08/2004 | < 5% |
Choate, Fred, Glover | Director | 04/2008 | < 5% |
Williams, Mccullough, Alphonso | President & Coo/director | 02/2010 | < 5% |
Fis Group Employee Stock Ownership Plan Trust | Shareholder | 12/2012 | 25-50% |
Tina Byles Williams Revocable Trust | Shareholder | 12/2009 | 50-75% |
Byles Williams, Tina | Trustee | 12/2009 | |
James, Donna, Anita | Director | 04/2014 | < 5% |
Urbach, James | Trustee | 12/2012 | |
Logue, Eugenie, Guthrie | Chief Financial Officer | 09/2018 | < 5% |
Green, Isaac, Hughes | Director | 10/2018 | < 5% |
Mckenzie, Obie, Lee | Director | 10/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21