Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
232748550
SEC advisor number
801-107519
FINRA CRD number
123898
AUM ?
$2.54 bn
(as of 27 Mar 24)
Accounts
1,106
(as of 27 Mar 24)
Employees
15
(10 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
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Nov 21