Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842446307
SEC advisor number
801-121372
FINRA CRD number
306781
AUM ?
$878.11 mm
(as of 31 Mar 23)
Accounts
12
(as of 31 Mar 23)
Employees
8
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 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
14 Feb 22