Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465505628
SEC advisor number
801-110569
FINRA CRD number
171822
AUM ?
$573.07 mm
(as of 29 Mar 24)
Accounts
803
(as of 29 Mar 24)
Employees
6
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
4 Apr 24
13F-HR
Quarterly holdings report by institutional manager
3 Apr 24
13F-HR
Quarterly holdings report by institutional manager
3 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Mar 24