Oliver Luxxe Assets is an investment advisor in Gladstone with $622.66 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
465740496
SEC advisor number
801-78786
FINRA CRD number
169588
AUM ?
$693.88 mm
(as of 21 Mar 24)
Accounts
1,423
(as of 21 Mar 24)
Employees
9
(6 investment advisory or research)
Address
Oliver Luxxe Assets
17 MENDHAM ROAD
SUITE #200
GLADSTONE
NJ 07934
17 MENDHAM ROAD
SUITE #200
GLADSTONE
NJ 07934
Phone
908-741-4884
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 22