Stuart Chaussee & Associates is an investment advisor in Palos Verdes Estates with $292.63 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454451253
SEC advisor number
801-110912
FINRA CRD number
112105
AUM ?
$292.63 mm
(as of 11 Feb 22)
Accounts
384
(as of 11 Feb 22)
Employees
1
(1 investment advisory or research)
Address
Stuart Chaussee & Associates
721 VIA SOMONTE
PALOS VERDES ESTATES
CA 90274
721 VIA SOMONTE
PALOS VERDES ESTATES
CA 90274
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
(310) 373-3732
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Chaussee, Stuart, Dubes | President/chief Compliance Officer | 12/1996 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21
13F-HR
Quarterly holdings report by institutional manager
6 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR
Quarterly holdings report by institutional manager
3 Feb 21