Continental Investors Services is an investment advisor in Longview with $112.25 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
911543805
SEC advisor number
801-122737
FINRA CRD number
29775
AUM ?
$112.25 mm
(as of 21 Apr 23)
Accounts
736
(as of 21 Apr 23)
Employees
16
(8 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M.- 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kamp, Max Bryan | President, Ceo/director,cco | 06/2013 | 50-75% |
Trembley, Betty Jane | Shareholder | 12/1993 | 25-50% |
Elo, Michelle Francis | Chief Financial Officer | 01/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
28 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Dec 22
13F-HR
Quarterly holdings report by institutional manager
22 Nov 22
13F-HR
Quarterly holdings report by institutional manager
17 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Jun 22