Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
825109964
SEC advisor number
801-113544
FINRA CRD number
297527
AUM ?
$616.16 mm
(as of 6 Feb 24)
Accounts
217
(as of 6 Feb 24)
Employees
6
(5 investment advisory or research)
Address
Canton Hathaway
ONE WEST EXCHANGE STREET, SUITE 3202
PROVIDENCE
RI 02903
ONE WEST EXCHANGE STREET, SUITE 3202
PROVIDENCE
RI 02903
Phone
4014337800
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
6 Jan 22
13F-HR
Quarterly holdings report by institutional manager
14 Oct 21