Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Eads & Heald Investment Counsel
SEC CIK
IRS number
581716736
SEC advisor number
801-29263
FINRA CRD number
105524
AUM ?
$247.67 mm
(as of 9 Apr 24)
Accounts
258
(as of 9 Apr 24)
Employees
6
(4 investment advisory or research)
Address
Eads & Heald Wealth Management
SUITE 760
2100 RIVEREDGE PKWY NW
ATLANTA
GA 30328
SUITE 760
2100 RIVEREDGE PKWY NW
ATLANTA
GA 30328
Phone
(770)988-9556
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21