Capital Advisory Group Advisory Services is an investment advisor in Bloomington with $362.47 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
452156557
SEC advisor number
801-64114
FINRA CRD number
114539
AUM ?
$196.30 mm
(as of 18 Mar 24)
Accounts
303
(as of 18 Mar 24)
Employees
3
(2 investment advisory or research)
Address
Capital Advisory Group Advisory Services
5270 WEST 84TH ST.
SUITE 310
BLOOMINGTON
MN 55437
5270 WEST 84TH ST.
SUITE 310
BLOOMINGTON
MN 55437
Phone
(952) 831-8243
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22