Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
812296599
SEC advisor number
801-107919
FINRA CRD number
283744
AUM ?
$557.68 mm
(as of 27 Mar 24)
Accounts
2,167
(as of 27 Mar 24)
Employees
21
(11 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22