Mount Vernon Associates is an investment advisor in Baltimore with $232.18 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Mount Vernon Associates Inc
SEC CIK
IRS number
521453813
SEC advisor number
801-26821
FINRA CRD number
107099
AUM ?
$195.19 mm
(as of 20 Feb 24)
Accounts
123
(as of 20 Feb 24)
Employees
3
(2 investment advisory or research)
Address
Mount Vernon Associates
575 SOUTH CHARLES STREET
SUITE 401
BALTIMORE
MD 21201
575 SOUTH CHARLES STREET
SUITE 401
BALTIMORE
MD 21201
Phone
(410)377-9780
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21