Docoh
Loading...

Kessler Investment

Kessler Investment is an investment advisor in Columbus with $169.39M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263592637
SEC advisor number
801-71393
FINRA CRD number
153696
AUM ?
$169.39M (as of 2 Nov 21)
Accounts
938 (as of 2 Nov 21)
Employees
5 (3 investment advisory or research)
Address
Kessler Investment
50 WASHINGTON STREET, SUITE 1-A
COLUMBUS
IN 47201
Phone
812-314-0083

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 152 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$9.91M 61.34K NEW
$9.18M 54.74K NEW
$7.62M 2.85K 2 +142350.0
$6.3M 69.14K NEW
$5.77M 135.96K NEW
$5.58M 188.66K NEW
$5.49M 118.27K NEW
$5.14M 36.3K NEW
$4.81M 81.77K NEW
$4.27M 41.51K NEW
$4.26M 5.5K NEW
$4.26M 74K NEW
$4M 24.35K NEW
$3.93M 40.37K NEW
$3.43M 24.58K NEW
$2.8M 132.68K NEW
$2.76M 128.38K NEW
$2.63M 105.19K NEW
$2.62M 60.95K NEW
$2.36M 19.99K NEW
$2.28M 102.94K NEW
$2.21M 101.88K NEW
$2.15M 11.97K NEW
$1.86M 49.48K NEW
$1.75M 17.25K NEW
$1.55M 24.71K NEW
$1.53M 20.67K NEW
$1.42M 7.25K NEW
$1.42M 20.08K NEW
$1.37M 14.59K NEW
$1.34M 8.95K NEW
$1.32M 24.27K NEW
$1.3M 24.01K NEW
$1.24M 19.93K NEW
$1.22M 23.57K NEW
$1.13M 11.55K NEW
$975K 19.45K 28.1K -30.8
$848K 10.72K NEW
$836K 6.57K NEW
$574K 14.76K NEW
$563K 5.34K NEW
$560K 7K NEW
$510K 9.79K NEW
$497K 2.02K NEW
$487K 8.08K NEW
$467K 3.08K NEW
$443K 2.25K NEW
$439K 3.98K NEW
$437K 1.12K NEW
$433K 3.57K NEW
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings