14,900+ USA Registered Investment Advisors: A Dataset for Analysis, Compliance, and Marketing
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Volume
~ 14.9K
Records
Depth
30
Attributes
Size
4.2 MB
Size
Format
.csv
File
Price
$0.37
per record
Freshness
July 2023
last updated
Data Dictionary
| Attribute | Type | Example | Mapping |
|---|---|---|---|
|
SEC#
|
String | 801-57838 | |
|
Firm Type
|
String | Registered | |
|
Primary Business Name
|
String | AMERICAN INVESTORS CO | |
|
Legal Name
|
String | L.S.Y., INC | |
|
Main Office Street Address 1
|
String | 12667 ALCOSTA BLVD., SUITE 160 | |
|
Main Office Street Address 2
|
|||
|
Main Office City
|
String | SAN RAMON | |
|
Main Office State
|
String | CA | |
|
Main Office Country
|
String | United States | |
|
Main Office Postal Code
|
Integer | 94583 | |
|
Main Office Telephone Number
|
String | 925-866-2882 | |
|
Main Office Facsimile Number
|
String | 925-866-8989 | |
|
Total number of offices, other than your Principal Office and place of business
|
Integer | 15 | |
|
Mail Office Street Address 1
|
String | PO BOX 1307 | |
|
Mail Office Street Address 2
|
|||
|
Mail Office City
|
String | SAN RAMON | |
|
Mail Office State
|
String | CA | |
|
Mail Office Country
|
String | United States | |
|
Mail Office Postal Code
|
Integer | 94583 | |
|
SEC Current Status
|
String | Approved | |
|
SEC Status Effective Date
|
String | 8/22/00 | |
|
Latest ADV Filing Date
|
String | 6/28/22 | |
|
Website Address
|
String | HTTPS://WWW.AMERICANINVESTORSCO.COM | |
|
Approx. amount of assets
|
|||
|
Type of Corp
|
String | Corporation | |
|
Other
|
|||
|
Month
|
String | MARCH | |
| String | CA | State Name | |
|
Country
|
String | United States | |
|
Number of Clients
|
String | Fewer than 5 clients |
Details
The dataset comprises information about 14,900 Registered Investment Advisors (RIAs). It's a comprehensive list providing key details about these firms, with data spanning from general contact information to more specific financial and regulatory details.
Geographical Coverage
North America
(1)
United States of America
Category Tags
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