Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
873233205
SEC advisor number
801-123043
FINRA CRD number
317391
AUM ?
$567.61 mm
(as of 6 Feb 24)
Accounts
341
(as of 6 Feb 24)
Employees
3
(1 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23