Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465081802
SEC advisor number
801-116696
FINRA CRD number
171048
AUM ?
$740.54 mm
(as of 12 Mar 24)
Accounts
32
(as of 12 Mar 24)
Employees
8
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
SC 13G/A
ARC DOCUMENT SOLUTIONS, INC.
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22