Advisor OS is an investment advisor in Chicago with $570.88 mm assets under management.
Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
815129769
SEC advisor number
801-110639
FINRA CRD number
287792
AUM ?
$570.88 mm
(as of 2 Aug 22)
Accounts
1,353
(as of 2 Aug 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kosmala, Phillip, John | Managing Member and Chief Compliance Officer | 01/2017 | 50-75% |
| Taiber, Joseph, David | Managing Member | 01/2017 | 50-75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 Nov 24
13F-HR
Quarterly holdings report by institutional manager
5 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22