Annapolis Financial Services is an investment advisor in Annapolis with $698.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
522258532
SEC advisor number
801-95167
FINRA CRD number
123095
AUM ?
$698.77 mm
(as of 16 Nov 22)
Accounts
1,277
(as of 16 Nov 22)
Employees
14
(8 investment advisory or research)
Office hours
Monday - Friday, 9AM - 5PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hufnell, William, James | Managing Director, CFO | 07/1995 | 25-50% |
Kantowski, James, Scott | Director of Financial Planning, Chief Investment Officer | 12/2019 | 25-50% |
Dippel, Lyn, Ann | Chief Compliance Officer, Chief Operating Officer | 02/2021 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22