Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
841279374
SEC advisor number
801-47547
FINRA CRD number
107426
AUM ?
$245.13 mm
(as of 7 Mar 24)
Accounts
680
(as of 7 Mar 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
23 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22