Imprint Wealth is an investment advisor in Mount Pleasant with $253.95 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
882831948
SEC advisor number
801-126084
FINRA CRD number
322130
AUM ?
$253.95 mm
(as of 12 May 23)
Accounts
842
(as of 12 May 23)
Employees
12
(12 investment advisory or research)
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Imprint Holdings LLC | Managing Member | 07/2022 | > 75% |
Mcquaid, Joseph, Gerard | Managing Partner and Chief Compliance Officer | 07/2022 | < 5% |
Ascend Consulting LLC | Managing Member | 06/2022 | 50-75% |
Mcquaid, Joseph, Gerard | Managing Member | 05/2013 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23