Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
562214376
SEC advisor number
801-63153
FINRA CRD number
121529
AUM ?
$586.52 mm
(as of 26 Mar 24)
Accounts
505
(as of 26 Mar 24)
Employees
13
(7 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22