Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260905407
SEC advisor number
801-118433
FINRA CRD number
144926
AUM ?
$308.07 mm
(as of 21 Mar 24)
Accounts
969
(as of 21 Mar 24)
Employees
6
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
7 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22