Baxter Bros is an investment advisor in Riverside with $865.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Baxger Bros Inc
SEC CIK
IRS number
131926156
SEC advisor number
801-1939
FINRA CRD number
106548
AUM ?
$865.40 mm
(as of 24 Mar 22)
Accounts
396
(as of 24 Mar 22)
Employees
7
(5 investment advisory or research)
Address
Baxter Bros
1030 EAST PUTNAM AVE
RIVERSIDE
CT 06878
1030 EAST PUTNAM AVE
RIVERSIDE
CT 06878
Office hours
Monday - Friday, 9AM-5PM
Phone
2036374559
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Baxter, William, Joseph | President, Secty, Treas | 01/1989 | 50-75% |
Baxter, John, C | Chief Compliance Officer | 03/2009 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
25 Oct 21