Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
203453910
SEC advisor number
801-54883
FINRA CRD number
109115
AUM ?
$1.03 bn
(as of 16 May 24)
Accounts
1,077
(as of 16 May 24)
Employees
19
(9 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Sep 23
13F-HR
Quarterly holdings report by institutional manager
1 Sep 23
13F-HR
Quarterly holdings report by institutional manager
1 Sep 23
13F-HR
Quarterly holdings report by institutional manager
1 Sep 23
13F-HR
Quarterly holdings report by institutional manager
1 Sep 23
13F-HR
Quarterly holdings report by institutional manager
1 Sep 23
13F-HR
Quarterly holdings report by institutional manager
1 Sep 23