Schwarz Dygos Wheeler Investment Advisors is an investment advisor in Minneapolis with $475.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262942242
SEC advisor number
801-69248
FINRA CRD number
147384
AUM ?
$552.94 mm
(as of 25 Mar 24)
Accounts
1,911
(as of 25 Mar 24)
Employees
9
(8 investment advisory or research)
Address
Schwarz Dygos Wheeler Investment Advisors
50 SOUTH 6TH STREET, SUITE 1405
MINNEAPOLIS
MN 55402
50 SOUTH 6TH STREET, SUITE 1405
MINNEAPOLIS
MN 55402
Phone
(612) 355 - 4360
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21