Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454195415
SEC advisor number
801-76925
FINRA CRD number
162858
AUM ?
$282.42 mm
(as of 5 Mar 24)
Accounts
9
(as of 5 Mar 24)
Employees
2
(2 investment advisory or research)
Address
Aft, Forsyth & Sober
4355 LYNX PAW TRAIL
VALRICO
FL 33596
4355 LYNX PAW TRAIL
VALRICO
FL 33596
Phone
813-684-9218
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21