Ade is an investment advisor in Baltimore with $271.96 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463447916
SEC advisor number
801-106631
FINRA CRD number
168345
AUM ?
$271.96 mm
(as of 5 Apr 23)
Accounts
825
(as of 5 Apr 23)
Employees
6
(6 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Armstrong, Gregory, Paul | Managing Member | 08/2013 | 50-75% |
Brown, Katie, Anne | Chief Compliance Officer | 03/2018 | < 5% |
Breslin, Hugh, Joseph | Member | 03/2018 | 50-75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Oct 24
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22