CBOE Vest Financial is an investment advisor in Mclean with $7.54 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472679230
SEC advisor number
801-77463
FINRA CRD number
165976
AUM ?
$10.06 bn
(as of 27 Sep 23)
Accounts
56
(as of 27 Sep 23)
Employees
20
(8 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Oct 24
13F-HR
Quarterly holdings report by institutional manager
7 Aug 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22