Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
384130284
SEC advisor number
801-120401
FINRA CRD number
306384
AUM ?
$118.10 mm
(as of 23 Feb 24)
Accounts
566
(as of 23 Feb 24)
Employees
7
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21