Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
203706316
SEC advisor number
801-77473
FINRA CRD number
165901
AUM ?
$225.19 mm
(as of 2 Feb 24)
Accounts
234
(as of 2 Feb 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
15 Apr 24
13F-NT
Notice of holdings reported by another manager
22 Jan 24
13F-NT
Notice of holdings reported by another manager
13 Oct 23
13F-NT
Notice of holdings reported by another manager
10 Jul 23
13F-NT
Notice of holdings reported by another manager
1 May 23
13F-NT
Notice of holdings reported by another manager
23 Jan 23
13F-NT
Notice of holdings reported by another manager
20 Oct 22
13F-NT
Notice of holdings reported by another manager
20 Jul 22
13F-NT
Notice of holdings reported by another manager
13 Apr 22
13F-NT
Notice of holdings reported by another manager
7 Feb 22