Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842230072
SEC advisor number
801-117681
FINRA CRD number
304792
AUM ?
$1.01 bn
(as of 27 Mar 24)
Accounts
3,027
(as of 27 Mar 24)
Employees
10
(10 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
12 Aug 24
13F-NT
Notice of holdings reported by another manager
13 May 24
13F-NT
Notice of holdings reported by another manager
7 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
13 Jul 23
13F-NT
Notice of holdings reported by another manager
5 Jun 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
7 Nov 22
13F-NT
Notice of holdings reported by another manager
8 Aug 22
13F-NT
Notice of holdings reported by another manager
10 May 22