Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823052014
SEC advisor number
801-126441
FINRA CRD number
322879
AUM ?
$479.52 mm
(as of 5 Mar 24)
Accounts
2,284
(as of 5 Mar 24)
Employees
31
(21 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 Jun 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 May 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
13 May 21