Company profile
Website
Employees
SEC CIK
IRS number
461763715
SEC advisor number
801-77692
FINRA CRD number
166717
AUM ?
$117.20 mm
(as of 1 Nov 21)
Accounts
153
(as of 1 Nov 21)
Employees
3
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22