Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
200264555
SEC advisor number
801-107568
FINRA CRD number
129338
AUM ?
$273.80 mm
(as of 26 Feb 24)
Accounts
536
(as of 26 Feb 24)
Employees
6
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22