Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-A
Municipal Advisor registration (firm) (update)
20 Mar 24
MA-A
Municipal Advisor registration (firm) (update)
28 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
28 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
28 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
27 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
2 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
25 Oct 23
MA
Municipal Advisor registration (firm)
28 Feb 17
MA-I
Municipal Advisor registration (individual)
9 Jan 17
Ownership
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22