Managed Asset Portfolios is an investment advisor in Rochester with $1.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383567816
SEC advisor number
801-58125
FINRA CRD number
109574
AUM ?
$1.09 bn
(as of 27 Mar 24)
Accounts
1,991
(as of 27 Mar 24)
Employees
21
(5 investment advisory or research)
Address
Managed Asset Portfolios
950 W. UNIVERSITY DRIVE
SUITE 100
ROCHESTER
MI 48316
950 W. UNIVERSITY DRIVE
SUITE 100
ROCHESTER
MI 48316
Phone
248-601-6677
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
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21