Cordatus Wealth Management is an investment advisor in Newtown with $418.70 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
811791099
SEC advisor number
801-107770
FINRA CRD number
282871
AUM ?
$457.77 mm
(as of 14 Mar 24)
Accounts
866
(as of 14 Mar 24)
Employees
6
(3 investment advisory or research)
Address
Cordatus Wealth Management
10 N. STATE ST
1ST FLOOR
NEWTOWN
PA 18940
10 N. STATE ST
1ST FLOOR
NEWTOWN
PA 18940
Phone
2155795981
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
24 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22