Capital Investment Services of America is an investment advisor in Milwaukee with $894.45 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Capital Investment Services Of America Inc
SEC CIK
IRS number
391344581
SEC advisor number
801-15052
FINRA CRD number
110639
AUM ?
$1.03 bn
(as of 20 Dec 23)
Accounts
870
(as of 20 Dec 23)
Employees
7
(7 investment advisory or research)
Address
Capital Investment Services of America
111 E. WISCONSIN AVENUE, SUITE 1310
MILWAUKEE
WI 53202
111 E. WISCONSIN AVENUE, SUITE 1310
MILWAUKEE
WI 53202
Phone
4142787744
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 Jul 22
13F-HR
Quarterly holdings report by institutional manager
1 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Jan 22