Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
320007845
SEC advisor number
801-79516
FINRA CRD number
121399
AUM ?
$521.57 mm
(as of 31 Oct 22)
Accounts
2,329
(as of 31 Oct 22)
Employees
14
(12 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21
13F-HR
Quarterly holdings report by institutional manager
28 Jul 21
13F-HR
Quarterly holdings report by institutional manager
20 Apr 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Feb 21
13F-HR
Quarterly holdings report by institutional manager
4 Feb 21