Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
371959633
SEC advisor number
801-32593
FINRA CRD number
107952
AUM ?
$602.13 mm
(as of 26 Mar 24)
Accounts
380
(as of 26 Mar 24)
Employees
10
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23