Ibex Wealth Advisors is an investment advisor in Bedminster with $676.98 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461546984
SEC advisor number
801-78971
FINRA CRD number
168674
AUM ?
$709.75 mm
(as of 23 Apr 24)
Accounts
1,126
(as of 23 Apr 24)
Employees
9
(5 investment advisory or research)
Address
Ibex Wealth Advisors
3 WERNER WAY
SUITE 204
LEBANON
NJ 08833
3 WERNER WAY
SUITE 204
LEBANON
NJ 08833
Phone
908-849-4800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
22 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21