Addison Capital is an investment advisor in Conshohocken with $815.25 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
261164259
SEC advisor number
801-68352
FINRA CRD number
144853
AUM ?
$746.98 mm
(as of 27 Mar 24)
Accounts
458
(as of 27 Mar 24)
Employees
4
(3 investment advisory or research)
Address
Addison Capital
20 ASH STREET
SUITE 330
CONSHOHOCKEN
PA 19428
20 ASH STREET
SUITE 330
CONSHOHOCKEN
PA 19428
Phone
215-563-6919
Brochures
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
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21