Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
352049160
SEC advisor number
801-61020
FINRA CRD number
112196
AUM ?
$316.09 mm
(as of 20 Mar 24)
Accounts
1,379
(as of 20 Mar 24)
Employees
2
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22