Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
461616567
SEC advisor number
801-118622
FINRA CRD number
166599
AUM ?
$279.66 mm
(as of 9 Apr 24)
Accounts
892
(as of 9 Apr 24)
Employees
7
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Mar 24
13F-HR
Quarterly holdings report by institutional manager
17 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22