Certified Advisory is an investment advisor in Altamonte Springs with $2.18 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
593047790
SEC advisor number
801-61305
FINRA CRD number
120990
AUM ?
$2.27 bn
(as of 28 Mar 24)
Accounts
5,840
(as of 28 Mar 24)
Employees
37
(22 investment advisory or research)
Address
Certified Advisory
1111 DOUGLAS AVENUE
ALTAMONTE SPRINGS
FL 32714
1111 DOUGLAS AVENUE
ALTAMONTE SPRINGS
FL 32714
Phone
4078699800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 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