Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
824471240
SEC advisor number
801-112589
FINRA CRD number
292482
AUM ?
$938.93 mm
(as of 13 Dec 23)
Accounts
7,623
(as of 13 Dec 23)
Employees
27
(24 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
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
1 May 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 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
28 Jul 21