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Asset Management

Asset Management is an investment advisor in Stamford with $595.96M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61079348
SEC advisor number
801-55461
FINRA CRD number
110116
AUM ?
$595.96M (as of 23 Jul 21)
Accounts
1,355 (as of 23 Jul 21)
Employees
5 (2 investment advisory or research)
Address
Asset Management
60 LONG RIDGE ROAD, SUITE 305
STAMFORD
CT 06902
Phone
203-964-8300

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 126 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$33.05M 401.02K NEW
$20.93M 123.64K NEW
$18.8M 67.11K NEW
$17.74M 156.64K NEW
$15.64M 204.06K NEW
$14.39M 101.68K NEW
$14.24M 39.79K NEW
$13.4M 214.16K NEW
$13.03M 49.51K NEW
Vanguard Specialized Funds
$12.93M 84.2K NEW
$12.92M 144.43K NEW
$11.81M 27.42K NEW
$10.68M 48.1K NEW
$10.17M 72.83K NEW
$10.02M 78.45K NEW
$9.88M 45.19K NEW
$9.86M 130.92K NEW
$9.51M 92.32K NEW
$9.48M 94.12K NEW
$8.37M 69.83K NEW
$7.72M 53.11K NEW
$7.33M 73.19K NEW
$7.05M 2.15K NEW
$6.72M 102.66K NEW
$6.36M 67.1K NEW
$6.3M 26.62K NEW
$5.4M 41.51K NEW
$5.31M 35.28K NEW
$5.07M 44.01K NEW
$5.05M 21.38K NEW
$4.86M 61.33K NEW
$4.35M 86.42K NEW
$4.28M 57.85K NEW
$4.21M 10.43K NEW
$4.17M 36.35K NEW
$4.17M 58.81K NEW
$3.86M 24.68K NEW
$3.78M 48.44K NEW
$3.72M 22.01K NEW
$3.72M 58.14K NEW
$3.64M 35.74K NEW
$3.24M 106.36K NEW
$3.24M 29.68K NEW
$3.23M 6.33K NEW
$3.21M 40.58K NEW
$3.12M 39.88K NEW
$3.07M 24.38K NEW
$2.99M 25.4K NEW
Vanguard Admiral FDS Inc
$2.98M 11.16K NEW
$2.92M 28.05K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings