Personal Resources Investment & Strategic Management is an investment advisor in Studio City with $418.19 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200077521
SEC advisor number
801-110196
FINRA CRD number
286474
AUM ?
$418.19 mm
(as of 3 Mar 22)
Accounts
670
(as of 3 Mar 22)
Employees
5
(5 investment advisory or research)
Address
Personal Resources Investment & Strategic Management
4361 TUJUNGA AVENUE
SUITE A
STUDIO CITY
CA 91604
4361 TUJUNGA AVENUE
SUITE A
STUDIO CITY
CA 91604
Office hours
Monday - Friday, 6-3:30PM
Phone
818-760-3333
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mccoy, Mcginnis, Andrew | President | 06/2003 | 50-75% |
Aquino, Amy, Louise | Secretary | 06/2003 | 50-75% |
Snow, Stacey, Kiyomi | Chief Compliance Officer | 04/2017 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22