Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
383484155
SEC advisor number
801-57918
FINRA CRD number
109960
AUM ?
$175.97 mm
(as of 20 Jan 25)
Accounts
221
(as of 20 Jan 25)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 25
13F-HR
Quarterly holdings report by institutional manager
6 Nov 24
13F-HR
Quarterly holdings report by institutional manager
23 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24