Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
453028971
SEC advisor number
801-117685
FINRA CRD number
158899
AUM ?
$177.58 mm
(as of 26 Mar 24)
Accounts
230
(as of 26 Mar 24)
Employees
1
(1 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 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
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22