Kesler, Norman & Wride is an investment advisor in Ogden with $493.39 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
264103254
SEC advisor number
801-118514
FINRA CRD number
307667
AUM ?
$493.39 mm
(as of 20 Oct 22)
Accounts
1,626
(as of 20 Oct 22)
Employees
9
(6 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kesler Wealth Management Inc | Owner | 03/2020 | 25-50% |
Norman Wealth Management Inc | Owner | 03/2020 | 25-50% |
DJW Financial Advisors Inc | Owner | 03/2020 | 25-50% |
Wride, Darcy, Jones | Managing Member | 03/2020 | < 5% |
Wride, Darcy, Jones | Owner of DJW Financial Advisors Inc | 03/2020 | > 75% |
Kesler, Kevin, Clark | Owner of Kesler Wealth Management Inc | 03/2020 | > 75% |
Norman, Paul, M. | Owner of Norman Wealth Management Inc | 03/2020 | > 75% |
Kesler, Kevin, Clark | Managing Member | 03/2020 | < 5% |
Norman, Paul, M. | Managing Member | 03/2020 | < 5% |
Smith, Garrett, Gill | Chief Compliance Officer | 11/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22