Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
823827158
SEC advisor number
801-113892
FINRA CRD number
292217
AUM ?
$151.81 mm
(as of 30 Mar 22)
Accounts
240
(as of 30 Mar 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 9 AM - 5 PM
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Johnson, Thomas, Lee | Managing Member | 01/2018 | 50-75% |
| Johnson, Andrew, Jay | Member, Chief Compliance Officer | 01/2018 | 50-75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 25
13F-HR
Quarterly holdings report by institutional manager
14 Nov 24
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22