Helen Stephens is an investment advisor in Fort Worth with $290.63 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
453075676
SEC advisor number
801-114243
FINRA CRD number
159594
AUM ?
$290.63 mm
(as of 22 May 23)
Accounts
739
(as of 22 May 23)
Employees
8
(4 investment advisory or research)
Office hours
BY APPOINTMENT ONLY, 8:30 AM - 4:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Davila, Michelle, R | Member | 01/2019 | < 5% |
Stephens, Helen, Barbre | President, Chief Compliance Officer | 05/2011 | 50-75% |
Davis, Nathan, Wayne | Member | 01/2019 | 10-25% |
Scholz, Candace | Member | 01/2018 | 10-25% |
Davis, James, Arlen | Member | 05/2023 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jul 24
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22