Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
431850268
SEC advisor number
801-121111
FINRA CRD number
301621
AUM ?
$259.49 mm
(as of 19 Jan 24)
Accounts
1,972
(as of 19 Jan 24)
Employees
15
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
31 May 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22