Doyle Wealth Management info
Doyle Wealth Management (SEC CIK 1698219) first filed with the SEC on 2017-04-17 (Form 13F-HR) and has filed 23 times since, including 23 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 100 2ND AVENUE SOUTH, SUITE 701S, ST. PETERSBURG, FL, 33701.
- Name: Value Doyle Wealth Management.
- SEC CIK: Value 1698219.
- State of organization: Value —.
- Business address: Value 100 2ND AVENUE SOUTH, SUITE 701S, ST. PETERSBURG, FL, 33701.
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 | Doyle Wealth Management |
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| SEC CIK | 1698219 |
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| State of organization | |
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| Business address | 100 2ND AVENUE SOUTH, SUITE 701S, ST. PETERSBURG, FL, 33701 |
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| Mailing address | 100 2ND AVENUE SOUTH, SUITE 701S, ST. PETERSBURG, FL, 33701 |
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| Phone | 727-898-3063 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2017-04-17 (Form 13F-HR) |
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| Latest SEC filing | 2022-11-15 (Form 13F-HR) |
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| Filings on EDGAR | 23 |
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| First Form 13F-HR | 2017-04-17 (quarter ended 2017-03-31) |
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| Latest Form 13F-HR | 2022-11-15 (quarter ended 2022-09-30) |
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| Form 13F-HR filings | 23 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2022 | 4 | 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 | 3 | 3 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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| Not available yet |