Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
475342429
SEC advisor number
801-114179
FINRA CRD number
281870
AUM ?
$1.14 bn
(as of 29 Mar 24)
Accounts
981
(as of 29 Mar 24)
Employees
8
(5 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 25
13F-HR
Quarterly holdings report by institutional manager
25 Oct 24
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22