Private Asset Management is an investment advisor in San Diego with $1.00 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330524568
SEC advisor number
801-52507
FINRA CRD number
108815
AUM ?
$168.87 mm
(as of 27 Feb 24)
Accounts
100
(as of 27 Feb 24)
Employees
3
(2 investment advisory or research)
Address
Private Asset Management
5348 CARROLL CANYON RD
#200
SAN DIEGO
CA 92121
5348 CARROLL CANYON RD
#200
SAN DIEGO
CA 92121
Phone
6197923800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
4 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Oct 21