Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
854085557
SEC advisor number
801-120208
FINRA CRD number
312073
AUM ?
$494.78 mm
(as of 22 Nov 24)
Accounts
3,079
(as of 22 Nov 24)
Employees
15
(11 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 25
13F-HR
Quarterly holdings report by institutional manager
23 Oct 24
13F-HR
Quarterly holdings report by institutional manager
5 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22