Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471495882
SEC advisor number
801-120618
FINRA CRD number
281027
AUM ?
$248.90 mm
(as of 17 Mar 23)
Accounts
1,768
(as of 17 Mar 23)
Employees
6
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22