Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
410224890
Latest filings (excl ownership)
MA-A
Municipal Advisor registration (firm) (update)
1 Feb 24
MA/A
Municipal Advisor registration (firm) (amended)
28 Dec 23
MA-A
Municipal Advisor registration (firm) (update)
21 Jul 23
MA-I
Municipal Advisor registration (individual)
12 May 23
MA-I
Municipal Advisor registration (individual)
20 Apr 23
MA-I
Municipal Advisor registration (individual)
20 Apr 23
MA-I/A
Municipal Advisor registration (individual) (amended)
20 Apr 23
MA
Municipal Advisor registration (firm)
4 Oct 19
MA-I
Municipal Advisor registration (individual)
4 Oct 19
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
7 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Jan 22