Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
920160704
SEC advisor number
801-57392
FINRA CRD number
111362
AUM ?
$322.92 mm
(as of 21 Nov 24)
Accounts
462
(as of 21 Nov 24)
Employees
11
(7 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Feb 25
13F-HR
Quarterly holdings report by institutional manager
4 Nov 24
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22