Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
731662717
SEC advisor number
801-80077
FINRA CRD number
126877
AUM ?
$352.36 mm
(as of 27 Mar 24)
Accounts
2,312
(as of 27 Mar 24)
Employees
17
(11 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23