ERTS Wealth Advisors is an investment advisor in Marquette with $510.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823516873
SEC advisor number
801-112254
FINRA CRD number
289856
AUM ?
$566.75 mm
(as of 5 Apr 24)
Accounts
2,581
(as of 5 Apr 24)
Employees
12
(5 investment advisory or research)
Address
ERTS Wealth Advisors
985 WEST WASHINGTON STREET
SUITE 101
MARQUETTE
MI 49855
985 WEST WASHINGTON STREET
SUITE 101
MARQUETTE
MI 49855
Phone
9062285564
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22