Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
852998768
SEC advisor number
801-119640
FINRA CRD number
310825
AUM ?
$441.39 mm
(as of 21 Mar 24)
Accounts
806
(as of 21 Mar 24)
Employees
5
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21