Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
270154010
SEC advisor number
801-70282
FINRA CRD number
150508
AUM ?
$267.04 mm
(as of 31 Mar 21)
Accounts
293
(as of 31 Mar 21)
Employees
4
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
19 Apr 21