Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823366686
SEC advisor number
801-113969
FINRA CRD number
292470
AUM ?
$2.08 bn
(as of 18 Jun 24)
Accounts
600
(as of 18 Jun 24)
Employees
14
(6 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 25
13F-HR
Quarterly holdings report by institutional manager
31 Oct 24
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22