Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
352676843
SEC advisor number
801-53805
FINRA CRD number
106289
AUM ?
$542.11 mm
(as of 19 Mar 24)
Accounts
838
(as of 19 Mar 24)
Employees
5
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
4 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
17 Feb 23