Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
845160774
SEC advisor number
801-120495
FINRA CRD number
312303
AUM ?
$278.95 mm
(as of 23 Apr 24)
Accounts
354
(as of 23 Apr 24)
Employees
3
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
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
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22