Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202441108
SEC advisor number
801-113869
FINRA CRD number
297745
AUM ?
$256.06 mm
(as of 21 Jun 24)
Accounts
1,235
(as of 21 Jun 24)
Employees
4
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Jul 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22