Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823390345
SEC advisor number
801-112316
FINRA CRD number
291413
AUM ?
$145.64 mm
(as of 22 Aug 24)
Accounts
147
(as of 22 Aug 24)
Employees
4
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22