Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
300137004
SEC advisor number
801-120307
FINRA CRD number
148897
AUM ?
$271.53 mm
(as of 21 Aug 24)
Accounts
1,609
(as of 21 Aug 24)
Employees
10
(8 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Nov 24
13F-HR
Quarterly holdings report by institutional manager
15 Aug 24
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22