Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
463259931
SEC advisor number
801-114947
FINRA CRD number
288185
AUM ?
$403.66 mm
(as of 8 Mar 24)
Accounts
512
(as of 8 Mar 24)
Employees
9
(7 investment advisory or research)
Address
Adaptive Financial Consulting
3401 ENTERPRISE PKWY
STE. 340
BEACHWOOD
OH 44122
3401 ENTERPRISE PKWY
STE. 340
BEACHWOOD
OH 44122
Phone
4403593468
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Feb 25
13F-HR
Quarterly holdings report by institutional manager
7 Nov 24
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 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
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22