Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272553256
SEC advisor number
801-71540
FINRA CRD number
154168
AUM ?
$1.27 bn
(as of 9 Mar 22)
Accounts
3,794
(as of 9 Mar 22)
Employees
26
(22 investment advisory or research)
Address
Investors Financial
9800 SHELARD PKWY
SUITE 220
PLYMOUTH
MN 55441
9800 SHELARD PKWY
SUITE 220
PLYMOUTH
MN 55441
Phone
763-525-0001
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21
13F-HR
Quarterly holdings report by institutional manager
29 Jul 21
13F-HR
Quarterly holdings report by institutional manager
14 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21
13F-HR
Quarterly holdings report by institutional manager
14 Oct 20
13F-HR
Quarterly holdings report by institutional manager
10 Jul 20
13F-HR
Quarterly holdings report by institutional manager
9 Apr 20
13F-HR
Quarterly holdings report by institutional manager
27 Jan 20