Coppell Advisory Solutions is an investment advisor in Dallas with $430.73 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
274762004
SEC advisor number
801-72171
FINRA CRD number
156549
AUM ?
$849.56 mm
(as of 27 Mar 24)
Accounts
7,997
(as of 27 Mar 24)
Employees
76
(76 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Aug 23
13F-HR
Quarterly holdings report by institutional manager
19 May 23
13F-HR
Quarterly holdings report by institutional manager
19 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Mar 21