Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
562159865
SEC advisor number
801-69151
FINRA CRD number
118469
AUM ?
$860.39 mm
(as of 3 Apr 24)
Accounts
1,387
(as of 3 Apr 24)
Employees
7
(4 investment advisory or research)
Address
Laurel Wealth Advisors
309 S LAUREL AVENUE
CHARLOTTE
NC 28207
309 S LAUREL AVENUE
CHARLOTTE
NC 28207
Phone
704-927-4379
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21