Successful Portfolios is a fund manager in Clearwater with $296.38 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Industry
SEC CIK
IRS number
271353570
SEC advisor number
801-80702
FINRA CRD number
152429
AUM ?
$239.89 mm
(as of 26 Mar 24)
Accounts
529
(as of 26 Mar 24)
Employees
2
(2 investment advisory or research)
Address
Successful Portfolios
611 DRUID ROAD EAST
SUITE 407
CLEARWATER
FL 33756
611 DRUID ROAD EAST
SUITE 407
CLEARWATER
FL 33756
Phone
7277443614
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Successful Portfolios LLC | $296.38 mm | |
Barrett Evans Capital 1 | $2.94 mm | Other Private Fund |
Barrett Evans Capital 2 | $425.46 k | Other Private Fund |
Evans Cook LLC | $4.92 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22