Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463237598
SEC advisor number
801-78355
FINRA CRD number
168057
AUM ?
$703.00 mm
(as of 28 Mar 24)
Accounts
2,398
(as of 28 Mar 24)
Employees
19
(19 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
21 Feb 23
13F-HR
Quarterly holdings report by institutional manager
12 Dec 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Jun 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22