Cordasco Financial Network is an investment advisor in Naples.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
222092476
SEC advisor number
801-72895
FINRA CRD number
159544
AUM ?
$465.97 mm
(as of 23 Jan 22)
Accounts
1,222
(as of 23 Jan 22)
Employees
12
(10 investment advisory or research)
Address
Cordasco Financial Network
1717 ARCH STREET
39TH FLOOR
PHILADELPHIA
PA 19103
1717 ARCH STREET
39TH FLOOR
PHILADELPHIA
PA 19103
Office hours
Monday - Friday, 9AM - 5PM
Phone
215-558-3500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cordasco, Stephen, Frederick | CEO and Founder | 10/2011 | < 5% |
Freeman, Frederick, Gilday | Chief Compliance Officer, COO, and General Manager | 02/2017 | < 5% |
Mercer Global Advisors Inc. | Parent Company | 12/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
29 Jul 21
13F-HR
Quarterly holdings report by institutional manager
12 Apr 21
13F-HR
Quarterly holdings report by institutional manager
26 Jan 21
13F-HR
Quarterly holdings report by institutional manager
13 Oct 20
13F-HR
Quarterly holdings report by institutional manager
13 Jul 20
13F-HR
Quarterly holdings report by institutional manager
24 Apr 20