Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
824516448
SEC advisor number
801-113263
FINRA CRD number
296780
AUM ?
$889.94 mm
(as of 27 Mar 24)
Accounts
3,050
(as of 27 Mar 24)
Employees
19
(13 investment advisory or research)
Address
Souders Financial Advisors
5968 BRIDGETOWN ROAD
CINCINNATI
OH 45248
5968 BRIDGETOWN ROAD
CINCINNATI
OH 45248
Phone
5135982400
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22