Company profile
Website
Employees
Location
SEC CIK
IRS number
232650538
SEC advisor number
801-45568
FINRA CRD number
112112
AUM ?
$911.29 mm
(as of 21 Mar 24)
Accounts
715
(as of 21 Mar 24)
Employees
24
(10 investment advisory or research)
Address
Stanley-Laman
1235 WESTLAKES DRIVE
SUITE 295
BERWYN
PA 19312
1235 WESTLAKES DRIVE
SUITE 295
BERWYN
PA 19312
Phone
6109939100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22