Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
161558455
SEC advisor number
801-60639
FINRA CRD number
115754
AUM ?
$1.49 bn
(as of 28 Mar 24)
Accounts
3,887
(as of 28 Mar 24)
Employees
21
(15 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
5 Aug 21
13F-HR
Quarterly holdings report by institutional manager
20 May 21
13F-HR
Quarterly holdings report by institutional manager
4 Mar 21
13F-HR
Quarterly holdings report by institutional manager
3 Nov 20
13F-HR
Quarterly holdings report by institutional manager
20 Aug 20