Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
201717717
SEC advisor number
801-79500
FINRA CRD number
133088
AUM ?
$445.63 mm
(as of 30 Mar 24)
Accounts
1,904
(as of 30 Mar 24)
Employees
27
(27 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23