Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
275390783
SEC advisor number
801-78138
FINRA CRD number
158166
AUM ?
$4.58 bn
(as of 29 Aug 23)
Accounts
2,184
(as of 29 Aug 23)
Employees
14
(9 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23