Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
943129063
SEC advisor number
801-56417
FINRA CRD number
108383
AUM ?
$644.54 mm
(as of 5 Mar 24)
Accounts
1,156
(as of 5 Mar 24)
Employees
11
(9 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21