Schechter Investment Advisors is an investment advisor in Birmingham with $2.85 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463874175
SEC advisor number
801-78607
FINRA CRD number
169114
AUM ?
$3.35 bn
(as of 8 Mar 24)
Accounts
2,822
(as of 8 Mar 24)
Employees
29
(13 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Dec 22
13F-HR
Quarterly holdings report by institutional manager
18 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22