Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843745091
SEC advisor number
801-117878
FINRA CRD number
306618
AUM ?
$346.30 mm
(as of 13 Mar 24)
Accounts
1,287
(as of 13 Mar 24)
Employees
7
(7 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 May 23
13F-HR
Quarterly holdings report by institutional manager
18 May 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Jun 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Jun 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Jun 22