Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202788698
SEC advisor number
801-120957
FINRA CRD number
312989
AUM ?
$454.31 mm
(as of 8 Mar 24)
Accounts
3,669
(as of 8 Mar 24)
Employees
30
(14 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
20 Jun 23
13F-HR
Quarterly holdings report by institutional manager
2 Mar 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 Jun 22
13F-HR
Quarterly holdings report by institutional manager
23 Mar 22