Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463371901
SEC advisor number
801-78477
FINRA CRD number
168566
AUM ?
$148.94 mm
(as of 31 Oct 23)
Accounts
304
(as of 31 Oct 23)
Employees
1
(1 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22