Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-40023
FINRA CRD number
106814
AUM ?
$1.44 bn
(as of 28 Mar 24)
Accounts
3,713
(as of 28 Mar 24)
Employees
52
(36 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23