Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
571109708
SEC advisor number
801-64338
FINRA CRD number
135296
AUM ?
$1.17 bn
(as of 25 Mar 24)
Accounts
1,922
(as of 25 Mar 24)
Employees
18
(9 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24