Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
341410460
SEC advisor number
801-62376
FINRA CRD number
119467
AUM ?
$3.24 bn
(as of 18 Mar 24)
Accounts
581
(as of 18 Mar 24)
Employees
23
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23