Accel Wealth Management is an investment advisor in Waverly with $810.33 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
830742869
SEC advisor number
801-108814
FINRA CRD number
286201
AUM ?
$947.33 mm
(as of 6 Feb 24)
Accounts
2,140
(as of 6 Feb 24)
Employees
20
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21