Bullseye Investment Management is an investment advisor in Cincinnciati with $166.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260842830
SEC advisor number
801-121159
FINRA CRD number
145158
AUM ?
$166.28 mm
(as of 25 Apr 23)
Accounts
2,152
(as of 25 Apr 23)
Employees
12
(8 investment advisory or research)
Office hours
Monday - Friday, 10:00 AM - 5:00 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Guthrie, Timothy, Ray | President/chief Compliance Officer | 09/2007 | > 75% |
stone, robert, wilford | Shareholder/investment Adviser Representative | 08/2021 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
23 Feb 22