Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
271873821
SEC advisor number
801-113430
FINRA CRD number
156150
AUM ?
$483.31 mm
(as of 9 Mar 22)
Accounts
541
(as of 9 Mar 22)
Employees
11
(7 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
20 Sep 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Sep 21
13F-HR
Quarterly holdings report by institutional manager
20 Sep 21