Advisor Partners is an investment advisor in Walnut Creek with $1.92 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
680476853
SEC advisor number
801-125744
FINRA CRD number
321633
AUM ?
$1.67 bn
(as of 9 Jul 22)
Accounts
1,119
(as of 9 Jul 22)
Employees
10
(5 investment advisory or research)
Address
Advisor Partners
2185 N. CALIFORNIA BLVD.
SUITE 290
WALNUT CREEK
CA 94596
2185 N. CALIFORNIA BLVD.
SUITE 290
WALNUT CREEK
CA 94596
Phone
415-477-9977
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Jun 21
13F-HR
Quarterly holdings report by institutional manager
13 May 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Nov 20