Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208159194
SEC advisor number
801-106767
FINRA CRD number
281554
AUM ?
$1.66 bn
(as of 29 Mar 24)
Accounts
7,354
(as of 29 Mar 24)
Employees
52
(42 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
30 Apr 21
13F-HR
Quarterly holdings report by institutional manager
3 Feb 21