Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
453533489
SEC advisor number
801-72913
FINRA CRD number
159359
AUM ?
$551.14 mm
(as of 17 Feb 22)
Accounts
1,945
(as of 17 Feb 22)
Employees
47
(47 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22