Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843668516
SEC advisor number
801-123187
FINRA CRD number
317321
AUM ?
$553.65 mm
(as of 1 Feb 24)
Accounts
1,283
(as of 1 Feb 24)
Employees
8
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23