APPLIED INVESTMENT STRATEGIES, LLC
CRD #290280 SEC #802-132270 AMARILLO, TX 8063407343
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Feb 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOWERS, JEFFREY, S | I | COO & CFO | NA | Control |
| STEELE, JAMES, PATRICK | I | CO-FOUNDER/CCO | NA | |
| INVESTMENT HORIZONS, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
ERA
Feb 25, 2025 REGISTERED
Address
600 SOUTH TYLER STREETSUITE 1502
AMARILLO, TX 79101
United States
Phone: 8063407343