Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
911870849
SEC advisor number
801-58074
FINRA CRD number
108917
AUM ?
$3.91 bn
(as of 29 Mar 24)
Accounts
4,226
(as of 29 Mar 24)
Employees
68
(45 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Dec 23
13F-HR
Quarterly holdings report by institutional manager
20 Dec 23
13F-HR
Quarterly holdings report by institutional manager
20 Dec 23
13F-HR
Quarterly holdings report by institutional manager
20 Dec 23