Laidlaw Wealth Management is an investment advisor in New York with $995.31 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262822137
SEC advisor number
801-112592
FINRA CRD number
150040
AUM ?
$530.41 mm
(as of 12 Apr 24)
Accounts
1,171
(as of 12 Apr 24)
Employees
22
(11 investment advisory or research)
Address
Laidlaw Wealth Management
521 5TH AVENUE, 12TH FLOOR
NEW YORK CITY
NY 10175
521 5TH AVENUE, 12TH FLOOR
NEW YORK CITY
NY 10175
Phone
212-697-5200
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21