Bellwether Advisors is an investment advisor in Lincoln with $441.69 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
833629267
SEC advisor number
801-114600
FINRA CRD number
300012
AUM ?
$441.69 mm
(as of 19 Oct 22)
Accounts
831
(as of 19 Oct 22)
Employees
8
(3 investment advisory or research)
Office hours
Monday - Friday, 8-5
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bellin, Clark, Spengler | Managing Member and Chief Compliance Officer | 12/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 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
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21