Company profile
Website
Employees
SEC CIK
IRS number
204244162
SEC advisor number
801-66660
FINRA CRD number
126752
AUM ?
$2.17 bn
(as of 31 Mar 21)
Accounts
2,077
(as of 31 Mar 21)
Employees
5
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22