Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
814441355
SEC advisor number
801-80522
FINRA CRD number
173383
AUM ?
$254.97 mm
(as of 13 Jul 23)
Accounts
276
(as of 13 Jul 23)
Employees
5
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22