Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
824185676
SEC advisor number
801-112344
FINRA CRD number
291366
AUM ?
$513.16 mm
(as of 11 Apr 24)
Accounts
345
(as of 11 Apr 24)
Employees
8
(5 investment advisory or research)
Address
MA Private Wealth
1355 A SAN CARLOS AVENUE
SAN CARLOS
CA 94070
1355 A SAN CARLOS AVENUE
SAN CARLOS
CA 94070
Phone
650-232-2021
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22