Ogorek Anthony Joseph is an investment advisor in Williamsville with $487.43 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
161266915
SEC advisor number
801-18446
FINRA CRD number
105707
AUM ?
$487.43 mm
(as of 22 Feb 22)
Accounts
180
(as of 22 Feb 22)
Employees
8
(8 investment advisory or research)
Address
Ogorek Anthony Joseph
6400 SHERIDAN DR.
Suite 224
WILLIAMSVILLE
NY 14221
6400 SHERIDAN DR.
Suite 224
WILLIAMSVILLE
NY 14221
Office hours
Monday - Friday, 8:00 AM TO 4:30 PM
Phone
7166265000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ogorek, Anthony, Joseph | Founder & Chief Investment Officer & Chief Compliance Officer | 03/2002 | > 75% |
Cheney, Alicia | Financial Operations Manager | 09/2020 | 5-10% |
Viksjo, Jeffrey, Harold | Investment Analyst | 09/2020 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21