RIA Intel›Advisers›North Carolina›BOVEDA ASSET MANAGEMENT, INC.

BOVEDA ASSET MANAGEMENT, INC.

Advisory

N·CHARLOTTE, NC

Data as of Jan 3, 2022 · Source: SEC Form ADV

Total AUM
$17M
1-Year AUM Growth
0.0%
3-Year CAGR
+0.2%
Employees
0
Assets Under Management
Total AUM$17M
Discretionary AUM$0
Non-Discretionary AUM$17M
Discretionary %0%
Total Clients—
Team
Total Employees0
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingJun 25, 2014
Latest FilingJan 3, 2022
🔒 Full AUM trend chart and 19 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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