We Are One Seven is an investment advisor in Beachwood with $2.37 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
812827859
SEC advisor number
801-107829
FINRA CRD number
283087
AUM ?
$2.37 bn
(as of 17 Nov 22)
Accounts
9,796
(as of 17 Nov 22)
Employees
43
(36 investment advisory or research)
Address
We Are One Seven
24400 CHAGRIN BLVD.
SUITE 200
BEACHWOOD
OH 44122
24400 CHAGRIN BLVD.
SUITE 200
BEACHWOOD
OH 44122
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Phone
2168651700
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Gross, Ronald, Scott | Chief Executive Officer, Managing Member | 07/2016 | < 5% |
Resnick, Todd, Matthew | President, Chief Compliance Officer, Member | 07/2016 | < 5% |
We Are One Seven LLC | Managing Member | 05/2022 | > 75% |
Mgo/os Holdings, LLC | Managing Member | 05/2022 | > 75% |
Gross, Ronald, Scott | Owner | 05/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 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
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21