Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
263970656
SEC advisor number
801-112700
FINRA CRD number
151014
AUM ?
$307.72 mm
(as of 24 Jan 24)
Accounts
1,309
(as of 24 Jan 24)
Employees
6
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22