Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
204165321
SEC advisor number
801-66376
FINRA CRD number
111336
AUM ?
$573.92 mm
(as of 14 Mar 24)
Accounts
953
(as of 14 Mar 24)
Employees
15
(7 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23