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Traphagen Investment Advisors

Company Profile

Company profile

Website

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)

Annual report of proxy voting record

Latest ownership filings

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Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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