Schechter Investment Advisors is an investment advisor in Birmingham with $2.85 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463874175
SEC advisor number
801-78607
FINRA CRD number
169114
AUM ?
$2.85 bn
(as of 25 Apr 23)
Accounts
2,461
(as of 25 Apr 23)
Employees
29
(13 investment advisory or research)
Office hours
Monday - Friday, 8:30 - 5:30
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hodari, Aaron, John | Managing Director | 09/2016 | < 5% |
Risi, Alfredo, Armando | Chief Operating Officer | 06/2020 | < 5% |
Affatato, Florence | CCO | 04/2022 | < 5% |
Samanjo, Inc. | S Corp | 09/2004 | > 75% |
Schechter, Marc, Rodney | Member | 09/2004 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Dec 22
13F-HR
Quarterly holdings report by institutional manager
18 Nov 22