Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
364879018
SEC advisor number
801-112236
FINRA CRD number
290427
AUM ?
$783.33 mm
(as of 7 Feb 24)
Accounts
3,948
(as of 7 Feb 24)
Employees
34
(28 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
4 Mar 24
13F-HR
Quarterly holdings report by institutional manager
1 Dec 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 May 23
13F-HR
Quarterly holdings report by institutional manager
17 Nov 20