Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208058531
SEC advisor number
801-69862
FINRA CRD number
149156
AUM ?
$223.22 bn
(as of 24 Mar 20)
Accounts
770
(as of 24 Mar 20)
Employees
214
(94 investment advisory or research)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Aug 24
13F-NT
Notice of holdings reported by another manager
14 May 24
13F-NT
Notice of holdings reported by another manager
15 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
18 Aug 22
13F-NT
Notice of holdings reported by another manager
16 May 22