Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
825516995
SEC advisor number
801-113384
FINRA CRD number
296988
AUM ?
$689.18 mm
(as of 15 Mar 24)
Accounts
920
(as of 15 Mar 24)
Employees
9
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Sep 23
13F-HR
Quarterly holdings report by institutional manager
26 Sep 23
13F-HR
Quarterly holdings report by institutional manager
26 Sep 23