Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
912133905
SEC advisor number
801-69025
FINRA CRD number
117392
AUM ?
$315.81 mm
(as of 22 Feb 24)
Accounts
955
(as of 22 Feb 24)
Employees
10
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 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/A
Quarterly holdings report by institutional manager (amended)
16 May 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22