Financial Advisors is an investment advisor in Andover with $849.96 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
261611090
SEC advisor number
801-68921
FINRA CRD number
146680
AUM ?
$849.96 mm
(as of 13 Jun 23)
Accounts
2,203
(as of 13 Jun 23)
Employees
13
(7 investment advisory or research)
Address
Financial Advisors
26 ESSEX STREET
ANDOVER
MA 01810
26 ESSEX STREET
ANDOVER
MA 01810
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
9784753242
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dempsey, Michael, Anthony | Member and Financial Advisor | 01/2012 | 5-10% |
Miller, Robert, Conover | Member and Chief Compliance Officer | 01/2008 | 25-50% |
Kumph, Michael, Paull | Managing Member and Financial Advisor | 01/2008 | 25-50% |
Quinn, Patricia, Ann | Member and Financial Advisor | 01/2008 | 5-10% |
Larina, Anna, V | Member and Office Administrator | 01/2012 | 5-10% |
Bonasera, Louis, Carl | Member and Financial Advisor | 01/2008 | 5-10% |
Brand, Dianne | Member and Financial Advisor | 01/2019 | < 5% |
Choquette, Janet | Member and Tax Accountant | 01/2023 | < 5% |
Cormier, Ngoc, Nguyen | Member and Office Administrator | 01/2012 | < 5% |
Woodhouse, Susan, Irene | Member and Office Administrator | 01/2008 | < 5% |
Deslauriers, LUCAS | Member and Financial Advisor | 01/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
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
12 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21