Kearns & Associates is an investment advisor in Palos Verdes with $720.70 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
320047487
SEC advisor number
801-73342
FINRA CRD number
157449
AUM ?
$720.70 mm
(as of 30 Mar 22)
Accounts
54
(as of 30 Mar 22)
Employees
3
(2 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT ONLY
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kearns, Jeffrey, Joseph | Member & President | 01/2003 | > 75% |
Kearns, Jeffrey, Joseph | Chief Compliance Officer | 02/2012 | > 75% |
Kearns, Joseph, James | Senior Advisor | 12/2002 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22