Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474735697
SEC advisor number
801-106812
FINRA CRD number
281382
AUM ?
$767.35 mm
(as of 26 Mar 24)
Accounts
1,120
(as of 26 Mar 24)
Employees
16
(10 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Jun 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Jun 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Jun 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Jun 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
6 Jun 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
11 May 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21