Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
800083286
SEC advisor number
801-117351
FINRA CRD number
129803
AUM ?
$195.31 mm
(as of 15 Mar 24)
Accounts
498
(as of 15 Mar 24)
Employees
4
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 May 23