Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
223558384
SEC advisor number
801-45064
FINRA CRD number
106577
AUM ?
$2.09 bn
(as of 13 Mar 24)
Accounts
3,323
(as of 13 Mar 24)
Employees
10
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22