Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823839469
SEC advisor number
801-96230
FINRA CRD number
175512
AUM ?
$797.83 mm
(as of 21 Feb 24)
Accounts
725
(as of 21 Feb 24)
Employees
8
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
21 Dec 23
13F-HR
Quarterly holdings report by institutional manager
21 Dec 23
13F-HR
Quarterly holdings report by institutional manager
21 Dec 23
13F-HR
Quarterly holdings report by institutional manager
21 Dec 23
13F-HR
Quarterly holdings report by institutional manager
21 Dec 23
13F-HR
Quarterly holdings report by institutional manager
21 Dec 23
13F-HR
Quarterly holdings report by institutional manager
21 Dec 23
13F-HR
Quarterly holdings report by institutional manager
21 Dec 23