Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
20580939
SEC advisor number
801-62331
FINRA CRD number
120894
AUM ?
$3.92 bn
(as of 31 Oct 22)
Accounts
19,690
(as of 31 Oct 22)
Employees
200
(200 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21