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Annapolis Financial Services, LLC Info

Annapolis Financial Services, LLC info

Annapolis Financial Services, LLC (SEC CIK 1843110) first filed with the SEC on 2021-02-11 (Form 13F-HR) and has filed 17 times since, including 16 Form 13F-HR quarterly holdings reports. It is organized in MD and registered at 582 BELLERIVE ROAD, SUITE 4D, ANNAPOLIS, MD, 21409.

  • Name: Value Annapolis Financial Services, LLC.
  • SEC CIK: Value 1843110.
  • State of organization: Value MD.
  • Business address: Value 582 BELLERIVE ROAD, SUITE 4D, ANNAPOLIS, MD, 21409.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameAnnapolis Financial Services, LLC
SEC CIK1843110
State of organizationMD
Business address582 BELLERIVE ROAD, SUITE 4D, ANNAPOLIS, MD, 21409
Mailing address582 BELLERIVE ROAD, SUITE 4D, ANNAPOLIS, MD, 21409
Phone410-626-8198
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2021-02-11 (Form 13F-HR)
Latest SEC filing2024-10-16 (Form 13F-HR)
Filings on EDGAR17
First Form 13F-HR2021-02-11 (quarter ended 2020-12-31)
Latest Form 13F-HR2024-10-16 (quarter ended 2024-09-30)
Form 13F-HR filings16

Filings by Form

FormFilingsLatest
13F-HR162024-10-16
N-PX12024-07-30

Filings by Year

YearFilingsForm 13F-HR
202454
202344
202244
202144

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