Fermata Advisors is an investment advisor in Sonoma with $733.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842792924
SEC advisor number
801-117411
FINRA CRD number
305614
AUM ?
$733.83 mm
(as of 19 Apr 23)
Accounts
2,923
(as of 19 Apr 23)
Employees
19
(11 investment advisory or research)
Office hours
Monday - Friday, 9-5
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sipes, Christopher, David | Chief Compliance Officer | 08/2019 | < 5% |
Blonski, Daren, E | Member | 08/2019 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22