Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
833980780
SEC advisor number
801-116882
FINRA CRD number
304406
AUM ?
$220.31 mm
(as of 6 Jun 24)
Accounts
770
(as of 6 Jun 24)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23