Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
342034339
SEC advisor number
801-110768
FINRA CRD number
135065
AUM ?
$281.97 mm
(as of 28 Mar 24)
Accounts
789
(as of 28 Mar 24)
Employees
6
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
6 Dec 21
13F-HR
Quarterly holdings report by institutional manager
26 Jul 21
13F-HR
Quarterly holdings report by institutional manager
19 May 21
13F-HR
Quarterly holdings report by institutional manager
26 Jan 21