Addison Advisors is an investment advisor in Middlebury with $358.45 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
272856116
SEC advisor number
801-115308
FINRA CRD number
154744
AUM ?
$358.45 mm
(as of 8 Mar 22)
Accounts
892
(as of 8 Mar 22)
Employees
10
(6 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Devost, Donald, Harvey | Principal/chief Compliance Officer | 06/2010 | < 5% |
Wootten, Matthew, Perry | Principal | 03/2014 | < 5% |
Marble Trail Financial, LLC | Owner | 01/2019 | > 75% |
Devost, Donald, Harvey | Owner | 01/2019 | 25-50% |
Wootten, Matthew, Perry | Owner | 01/2019 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21