Traphagen Investment Advisors is an investment advisor in Oradell with $1.15 bn assets under management.
Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
223538792
SEC advisor number
801-56130
FINRA CRD number
107764
AUM ?
$1.15 bn
(as of 25 Apr 23)
Accounts
1,720
(as of 25 Apr 23)
Employees
11
(10 investment advisory or research)
Office hours
Monday - Friday, 9AM - 5PM
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Traphagen, V., Peter | General Member, Chief Compliance Officer | 09/1997 | > 75% |
| Traphagen, V, Peter | General Member | 09/1997 | < 5% |
| Traphagen, Robert, J. | Member | 09/1998 | 5-10% |
| Lawrence, James, A. | Member | 09/1998 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
21 Oct 24
13F-HR
Quarterly holdings report by institutional manager
23 Jul 24
13F-HR
Quarterly holdings report by institutional manager
17 Jun 24
13F-HR
Quarterly holdings report by institutional manager
17 Jun 24
13F-HR
Quarterly holdings report by institutional manager
17 Jun 24
13F-HR
Quarterly holdings report by institutional manager
17 Jun 24
13F-HR
Quarterly holdings report by institutional manager
17 Jun 24
13F-HR
Quarterly holdings report by institutional manager
17 Jun 24
13F-HR
Quarterly holdings report by institutional manager
17 Jun 24
13F-HR
Quarterly holdings report by institutional manager
17 Jun 24