Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208315014
SEC advisor number
801-118222
FINRA CRD number
307189
AUM ?
$523.31 mm
(as of 1 Apr 24)
Accounts
2,367
(as of 1 Apr 24)
Employees
15
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23