Zullo Investment is an investment advisor in Scranton with $265.91 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821678373
SEC advisor number
801-120008
FINRA CRD number
311698
AUM ?
$265.91 mm
(as of 12 Sep 22)
Accounts
1,382
(as of 12 Sep 22)
Employees
3
(2 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Zullo, Tracy, Aaron | Principal | 04/2017 | > 75% |
Galdieri Kosiba, Sandra, Jean | CCO | 11/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22