Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205735659
SEC advisor number
801-70548
FINRA CRD number
151440
AUM ?
$573.92 mm
(as of 28 Mar 24)
Accounts
720
(as of 28 Mar 24)
Employees
2
(2 investment advisory or research)
Address
S.A. Mason
170 COLLEGE AVE
SUITE 260
HOLLAND
MI 49423
170 COLLEGE AVE
SUITE 260
HOLLAND
MI 49423
Phone
6163553500
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
7 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Jan 22