Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
840783118
SEC advisor number
801-117982
FINRA CRD number
110900
AUM ?
$417.61 mm
(as of 24 May 23)
Accounts
522
(as of 24 May 23)
Employees
6
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21