Outlook Wealth Advisors is an investment advisor in Shenandoah with $443.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
453740218
SEC advisor number
801-113512
FINRA CRD number
291465
AUM ?
$463.19 mm
(as of 14 Mar 24)
Accounts
2,561
(as of 14 Mar 24)
Employees
11
(5 investment advisory or research)
Address
Outlook Wealth Advisors
224 ED ENGLISH DRIVE, STE A
SHENANDOAH
TX 77385
224 ED ENGLISH DRIVE, STE A
SHENANDOAH
TX 77385
Phone
2818721515
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22