Symons Capital Management is an investment advisor in Pittsburgh with $213.81 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Dollins Symons Management Inc
SEC CIK
IRS number
251430645
SEC advisor number
801-18876
FINRA CRD number
104817
AUM ?
$213.81 mm
(as of 21 May 21)
Accounts
240
(as of 21 May 21)
Employees
9
(6 investment advisory or research)
Address
Symons Capital Management
650 WASHINGTON RD.
SUITE 800
PITTSBURGH
PA 15228
650 WASHINGTON RD.
SUITE 800
PITTSBURGH
PA 15228
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
4123447690
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Symons, Edward, Leonard | Chairman and Founder | 11/2017 | < 5% |
Symons, Colin, Edward | Chief Investment Officer and Portfolio Manager | 01/2014 | > 75% |
Ellis, Vicki Lynn | Chief Compliance Officer and Co-chief Executive Officer | 01/2021 | < 5% |
Fournier, Francois, Lee | Chief Operating Officer and Co-chief Executive Officer | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
4 May 21
13F-HR
Quarterly holdings report by institutional manager
1 Feb 21
13F-HR
Quarterly holdings report by institutional manager
2 Nov 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20
13F-HR
Quarterly holdings report by institutional manager
12 May 20
13F-HR
Quarterly holdings report by institutional manager
4 Feb 20
13F-HR
Quarterly holdings report by institutional manager
5 Nov 19
13F-HR
Quarterly holdings report by institutional manager
12 Aug 19