Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
475598884
SEC advisor number
801-111849
FINRA CRD number
282355
AUM ?
$412.67 mm
(as of 15 Mar 24)
Accounts
1,486
(as of 15 Mar 24)
Employees
12
(7 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22