Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
841776472
SEC advisor number
801-121179
FINRA CRD number
305815
AUM ?
$1.58 bn
(as of 27 Feb 24)
Accounts
1,505
(as of 27 Feb 24)
Employees
7
(6 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22