Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
521281169
SEC advisor number
801-18829
FINRA CRD number
106898
AUM ?
$585.41 mm
(as of 8 Mar 21)
Accounts
3,564
(as of 8 Mar 21)
Employees
21
(9 investment advisory or research)
Address
Financial Consulate
201 INTERNATIONAL CIRCLE
SUITE 520
HUNT VALLEY
MD 21030
201 INTERNATIONAL CIRCLE
SUITE 520
HUNT VALLEY
MD 21030
Phone
(410) 823-7283
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 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
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22