Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463542675
SEC advisor number
801-92169
FINRA CRD number
169471
AUM ?
$394.56 mm
(as of 21 Feb 24)
Accounts
702
(as of 21 Feb 24)
Employees
5
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22