Private Wealth Advisors is an investment advisor in Fresno with $353.48 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383744739
SEC advisor number
801-68605
FINRA CRD number
141971
AUM ?
$353.48 mm
(as of 23 Aug 22)
Accounts
415
(as of 23 Aug 22)
Employees
7
(3 investment advisory or research)
Address
Private Wealth Advisors
7447 N. FIRST STREET
SUITE 202
FRESNO
CA 93720
7447 N. FIRST STREET
SUITE 202
FRESNO
CA 93720
Office hours
Monday - Friday, 9 AM TO 5 PM
Phone
559-451-3463
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mazorra, Martin, Lee | Managing Member | 09/2006 | > 75% |
Lillibridge, Daniel, Joseph | Chief Compliance Officer/operations Manager | 08/2020 | < 5% |
Mazorra, Nicholas, Anthony | Chief Investment Officer | 01/2022 | < 5% |
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
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Dec 21