Henrickson Nauta Wealth Advisors is a fund manager in Belmont with $433.36 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
383565643
SEC advisor number
801-69451
FINRA CRD number
141201
AUM ?
$528.38 mm
(as of 27 Feb 24)
Accounts
1,521
(as of 27 Feb 24)
Employees
11
(6 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Henrickson Nauta Wealth Advisors, Inc. | $433.36 mm | |
Henrickson Nauta Opportunistic Real Estate Fund I, LP | $2.32 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22