Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823603875
SEC advisor number
801-112467
FINRA CRD number
291512
AUM ?
$287.28 mm
(as of 28 Mar 23)
Accounts
7
(as of 28 Mar 23)
Employees
5
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22