Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260662798
SEC advisor number
801-122695
FINRA CRD number
290276
AUM ?
$142.53 mm
(as of 15 Mar 24)
Accounts
930
(as of 15 Mar 24)
Employees
12
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23