Eudaimonia Advisors is an investment advisor in Winchester with $293.08 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842196366
SEC advisor number
801-116891
FINRA CRD number
302001
AUM ?
$293.08 mm
(as of 4 Apr 23)
Accounts
1,056
(as of 4 Apr 23)
Employees
15
(6 investment advisory or research)
Office hours
Monday - Friday, 8:30-5:00
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Parrish, James, Anthony | Chairman | 07/2019 | 25-50% |
Goodson, John, Currier | Managing Partner | 04/2019 | < 5% |
Eudaimonia Group LLC | Owner | 05/2019 | 50-75% |
Goodson, John, Currier | Member | 05/2019 | 50-75% |
Poore, Scott, Elliott | Partner | 03/2020 | 10-25% |
Smith, Tonya, Dalma | Director of Operations | 07/2022 | < 5% |
Hughes, Nolan, Blake | Chief Compliance Officer | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22