Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464017032
SEC advisor number
801-110449
FINRA CRD number
167818
AUM ?
$311.14 mm
(as of 27 Mar 24)
Accounts
614
(as of 27 Mar 24)
Employees
4
(4 investment advisory or research)
Address
TL Private Wealth
165 S KIMBALL AVE
STE 120
SOUTHLAKE
TX 76092
165 S KIMBALL AVE
STE 120
SOUTHLAKE
TX 76092
Phone
6828311048
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22