Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
832781404
SEC advisor number
801-110598
FINRA CRD number
148802
AUM ?
$217.00 mm
(as of 22 Jul 21)
Accounts
613
(as of 22 Jul 21)
Employees
9
(8 investment advisory or research)
Address
North Capital Funds Trust
623 E FORT UNION BLVD
SALT LAKE CITY
UT 84047
623 E FORT UNION BLVD
SALT LAKE CITY
UT 84047
Phone
888-625-7768
Brochures
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
26 Aug 24
N-CEN
Annual report (registered investment company)
11 Jul 24
N-CSR
Certified annual shareholder report (management investment company)
3 Jul 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Jan 24
N-CSR/A
Certified annual shareholder report (management investment company) (amended)
22 Aug 23
N-PX
Annual report of proxy voting record
27 Jul 23
N-CEN
Annual report (registered investment company)
12 Jul 23
N-CSR
Certified annual shareholder report (management investment company)
7 Jul 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Jan 23
N-PX
Annual report of proxy voting record
20 Jul 22
Latest ownership filings
No filings