Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
871111596
SEC advisor number
801-121746
FINRA CRD number
315457
AUM ?
$337.01 mm
(as of 18 Apr 24)
Accounts
894
(as of 18 Apr 24)
Employees
7
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22