Boomfish Wealth is an investment advisor in Alpharetta with $136.04 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
274175262
SEC advisor number
801-128215
FINRA CRD number
159201
AUM ?
$136.04 mm
(as of 24 May 23)
Accounts
488
(as of 24 May 23)
Employees
7
(4 investment advisory or research)
Office hours
Monday - Friday, 9:00AM-5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Spencer, Barry, Hudson | Managing Member/ Chief Compliance Officer | 09/2011 | > 75% |
Noble, Scott, M | Chief Operating Officer | 01/2017 | < 5% |
Latest filings (excl ownership)
No filings