Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
300844609
SEC advisor number
801-116667
FINRA CRD number
173293
AUM ?
$728.83 mm
(as of 14 Aug 24)
Accounts
817
(as of 14 Aug 24)
Employees
39
(22 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22