PFS Partners is an investment advisor in Mine Hill with $267.89 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
711051571
SEC advisor number
801-77867
FINRA CRD number
147872
AUM ?
$267.89 mm
(as of 15 Jun 23)
Accounts
1,168
(as of 15 Jun 23)
Employees
9
(9 investment advisory or research)
Office hours
Monday - Friday, 9AM TO 5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Vollmer, David, Ryan | Managing Member and Chief Compliance Officer | 06/2008 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23