Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
863450896
SEC advisor number
801-120682
FINRA CRD number
312817
AUM ?
$283.04 mm
(as of 25 Mar 24)
Accounts
630
(as of 25 Mar 24)
Employees
5
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Jun 22
13F-HR
Quarterly holdings report by institutional manager
8 Jun 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22