Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823448598
SEC advisor number
801-121482
FINRA CRD number
291716
AUM ?
$192.73 mm
(as of 16 Feb 24)
Accounts
448
(as of 16 Feb 24)
Employees
3
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Jan 23
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Jan 22