Cottage Street Advisors LLC
Legal Name: COTTAGE STREET ADVISORS, LLC
9 COTTAGE STREET, MARION, MA
Full Contact Details
Cottage Street Advisors LLC
9 COTTAGE STREET, MARION, MA
508-748-0709
508-748-0710
Other Info
Cottage Street Advisors LLC is legally known as COTTAGE STREET ADVISORS, LLC. It is a MA Limited Liability Company. This firm has 3 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 25, 2014.
Direct Owners
-
JASON BRADFORD HAVILAND
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
MICHAEL KIM DAVIS
MANAGING PARTNER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 2, 2019
- ISHARES TR $8,474k
- PIMCO ETF TR $8,008k
- SPDR SERIES TRUST $7,210k
- MAGELLAN MIDSTREAM $7,082k
- ISHARES $5,902k
- Apple Inc $5,642k
- ISHARES TR CORE S&P MCP ETF $4,962k
- VISA INC COM CL A $4,752k
- Boeing Co/The $4,609k
- JPMORGAN CHASE & CO $4,370k