Schubert & Co is an investment advisor in Mckinney with $322.80 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
752824557
SEC advisor number
801-118534
FINRA CRD number
114702
AUM ?
$322.80 mm
(as of 26 May 22)
Accounts
476
(as of 26 May 22)
Employees
4
(4 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Schubert, Kelley, Joe | President/chief Compliance Officer | 06/1999 | 50-75% |
Nelson, Kevin, Alan | Chief Financial Officer | 01/2015 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22