Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
383648208
SEC advisor number
801-119217
FINRA CRD number
121088
AUM ?
$560.87 mm
(as of 19 Jan 24)
Accounts
2,131
(as of 19 Jan 24)
Employees
13
(6 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23