Ken Stern & Associates is an investment advisor in San Diego with $408.19 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330879374
SEC advisor number
801-56991
FINRA CRD number
110092
AUM ?
$408.19 mm
(as of 30 Jul 18)
Accounts
871
(as of 30 Jul 18)
Employees
9
(8 investment advisory or research)
Address
Ken Stern & Associates
3655 NOBEL DRIVE
SUITE 630
SAN DIEGO
CA 92122
3655 NOBEL DRIVE
SUITE 630
SAN DIEGO
CA 92122
Phone
858-485-0404
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Nov 18
13F-HR
Quarterly holdings report by institutional manager
8 Aug 18
13F-HR
Quarterly holdings report by institutional manager
21 May 18
13F-HR
Quarterly holdings report by institutional manager
8 Feb 18
13F-HR
Quarterly holdings report by institutional manager
1 Nov 17
13F-HR
Quarterly holdings report by institutional manager
11 Aug 17
13F-HR
Quarterly holdings report by institutional manager
11 May 17
13F-HR
Quarterly holdings report by institutional manager
9 Feb 17
13F-HR
Quarterly holdings report by institutional manager
15 Nov 16
13F-HR
Quarterly holdings report by institutional manager
21 Jul 16