Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
474907140
SEC advisor number
801-115029
FINRA CRD number
281772
AUM ?
$195.72 mm
(as of 7 Jan 25)
Accounts
1,115
(as of 7 Jan 25)
Employees
6
(4 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 25
13F-HR
Quarterly holdings report by institutional manager
24 Oct 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
21 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23