Connectus Wealth is an investment advisor in Hunt Valley with $6.77 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-119970
FINRA CRD number
310912
AUM ?
$8.67 bn
(as of 24 Apr 24)
Accounts
12,022
(as of 24 Apr 24)
Employees
97
(83 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
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21