Profit Investment Management is an investment advisor in North Bethesda with $160.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Investor Resources Group LLC
SEC CIK
IRS number
522145382
SEC advisor number
801-52528
FINRA CRD number
110294
AUM ?
$160.72 mm
(as of 4 Nov 22)
Accounts
9
(as of 4 Nov 22)
Employees
4
(2 investment advisory or research)
Address
Profit Investment Management
11140 ROCKVILLE PIKE
SUITE 400
ROCKVILLE
MD 20852
11140 ROCKVILLE PIKE
SUITE 400
ROCKVILLE
MD 20852
Office hours
Monday - Friday, 8:45A.M.- 5:45P.M.
Phone
301-650-0059
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Profit, Eugene, Anthony | President, CEO, CFO | 04/1996 | > 75% |
Sadzewicz, Gery, Joseph | Chief Compliance Officer | 01/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22