Company profile
Ticker
WSFL
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
42443494
SEC advisor number
801-4782
FINRA CRD number
110662
AUM ?
$624.16 mm
(as of 29 Jun 20)
Accounts
453
(as of 29 Jun 20)
Employees
7
(7 investment advisory or research)
Address
Woodstock
101 ARCH STREET
BOSTON
MA 02110
101 ARCH STREET
BOSTON
MA 02110
Phone
6172270600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
7 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Jan 22