ARS Wealth Advisors is an investment advisor in ST. Petersburg with $704.34 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
650777365
SEC advisor number
801-61691
FINRA CRD number
124185
AUM ?
$704.34 mm
(as of 5 May 21)
Accounts
1,582
(as of 5 May 21)
Employees
13
(9 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Anderson, Anthony, Allen | Managing Partner & CEO | 03/2005 | 50-75% |
Swenson, Andrew, James | Partner & CCO | 01/2019 | 10-25% |
Murray, Michael, William | Partner & COO | 01/2019 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Jul 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21
13F-HR
Quarterly holdings report by institutional manager
11 Jun 21