Laurel Wealth Advisors is an investment advisor in Solana Beach with $2.38 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
452299422
SEC advisor number
801-72334
FINRA CRD number
157139
AUM ?
$2.38 bn
(as of 11 Jul 22)
Accounts
5,198
(as of 11 Jul 22)
Employees
40
(39 investment advisory or research)
Address
Laurel Wealth Advisors
8008 GIRARD AVENUE
SUITE 330
LA JOLLA
CA 92037
8008 GIRARD AVENUE
SUITE 330
LA JOLLA
CA 92037
Phone
858-459-1101
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
3 Mar 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20