Company profile
Website
Employees
SEC CIK
IRS number
621472857
SEC advisor number
801-31093
FINRA CRD number
105741
AUM ?
$172.56 mm
(as of 31 Mar 24)
Accounts
590
(as of 31 Mar 24)
Employees
8
(3 investment advisory or research)
Phone
423-239-9087
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Mar 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22
13F-HR
Quarterly holdings report by institutional manager
21 Oct 21