Company profile
Website
Employees
Location
Fiscal year end
Former names
Weatherly Asset Management LP
SEC CIK
IRS number
330638187
SEC advisor number
801-48177
FINRA CRD number
106935
AUM ?
$1.27 bn
(as of 22 Feb 24)
Accounts
1,294
(as of 22 Feb 24)
Employees
14
(9 investment advisory or research)
Address
Weatherly Asset Management L. P.
832 CAMINO DEL MAR
SUITE 4
DEL MAR
CA 92014
832 CAMINO DEL MAR
SUITE 4
DEL MAR
CA 92014
Phone
8582594507
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22