Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
202426576
SEC advisor number
801-64034
FINRA CRD number
134503
AUM ?
$1.26 bn
(as of 5 Jan 22)
Accounts
2,253
(as of 5 Jan 22)
Employees
20
(12 investment advisory or research)
Address
Doyle Wealth Management
333 THIRD AVE NORTH
SUITE 300
ST. PETERSBURG
FL 33701
333 THIRD AVE NORTH
SUITE 300
ST. PETERSBURG
FL 33701
Phone
727-898-3063
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
7 May 21
13F-HR
Quarterly holdings report by institutional manager
4 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
6 Aug 20