Company profile
Website
Employees
SEC CIK
SEC advisor number
801-96325
FINRA CRD number
160321
AUM ?
$677.01 mm
(as of 2 Apr 24)
Accounts
4,326
(as of 2 Apr 24)
Employees
19
(19 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22