BDO Wealth Advisors, LLC info
BDO Wealth Advisors, LLC (SEC CIK 1713458) first filed with the SEC on 2017-08-08 (Form 13F-HR) and has filed 27 times since, including 25 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 1301 RIVERPLACE BLVD., SUITE 900, JACKSONVILLE, FL, 32207.
- Name: Value BDO Wealth Advisors, LLC.
- SEC CIK: Value 1713458.
- State of organization: Value —.
- Business address: Value 1301 RIVERPLACE BLVD., SUITE 900, JACKSONVILLE, FL, 32207.
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
| Field | Value |
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| Name | BDO Wealth Advisors, LLC |
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| SEC CIK | 1713458 |
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| State of organization | |
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| Business address | 1301 RIVERPLACE BLVD., SUITE 900, JACKSONVILLE, FL, 32207 |
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| Mailing address | 1301 RIVERPLACE BLVD., SUITE 900, JACKSONVILLE, FL, 32207 |
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| Phone | 9043964015 |
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| Fiscal year end | |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2017-08-08 (Form 13F-HR) |
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| Latest SEC filing | 2023-08-01 (Form 13F-HR) |
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| Filings on EDGAR | 27 |
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| First Form 13F-HR | 2017-08-08 (quarter ended 2017-06-30) |
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| Latest Form 13F-HR | 2023-08-01 (quarter ended 2023-06-30) |
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| Form 13F-HR filings | 25 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 4 | 3 |
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| 2022 | 5 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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| 2017 | 2 | 2 |
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