Exeter Financial is an investment advisor in Scottsdale with $362.09 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205920032
SEC advisor number
801-67719
FINRA CRD number
143420
AUM ?
$334.32 mm
(as of 20 Mar 24)
Accounts
587
(as of 20 Mar 24)
Employees
6
(4 investment advisory or research)
Address
Exeter Financial
7001 N. SCOTTSDALE ROAD
SUITE 1055
SCOTTSDALE
AZ 85253-3644
7001 N. SCOTTSDALE ROAD
SUITE 1055
SCOTTSDALE
AZ 85253-3644
Phone
480 588-0830
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22