Leo H. Evart is an investment advisor in Redwood City with $222.08 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
942683346
SEC advisor number
801-42861
FINRA CRD number
110263
AUM ?
$222.08 mm
(as of 26 Apr 22)
Accounts
694
(as of 26 Apr 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hobbs, Derek, Michael | President/chief Compliance Officer | 01/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Mar 22