Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
271873821
SEC advisor number
801-113430
FINRA CRD number
156150
AUM ?
$486.01 mm
(as of 2 Oct 23)
Accounts
672
(as of 2 Oct 23)
Employees
11
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22