Capital Asset Advisory Services is an investment advisor in Haslett with $2.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383500754
SEC advisor number
801-67082
FINRA CRD number
110929
AUM ?
$2.88 bn
(as of 4 Nov 22)
Accounts
15,913
(as of 4 Nov 22)
Employees
80
(75 investment advisory or research)
Address
Capital Asset Advisory Services
15744 PEACOCK ROAD
HASLETT
MI 48840
15744 PEACOCK ROAD
HASLETT
MI 48840
Office hours
Monday - Friday, 8AM - 5PM
Phone
512-796-3299
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mazzali, Anthony, Joseph | Managing Member | 04/1999 | 50-75% |
Parker, Mark, David | Managing Member | 04/1999 | 10-25% |
Casey, Jeffrey, John | Managing Member | 09/1999 | 10-25% |
Evangelista, Kenneth, Patrick | Chief Compliance Officer | 06/2007 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Mar 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21