Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472187474
SEC advisor number
801-80574
FINRA CRD number
173487
AUM ?
$237.95 mm
(as of 4 Mar 24)
Accounts
127
(as of 4 Mar 24)
Employees
3
(2 investment advisory or research)
Address
Cottage Street Advisors
9 COTTAGE STREET
PO BOX 249
MARION
MA 02738
9 COTTAGE STREET
PO BOX 249
MARION
MA 02738
Phone
5087480709
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22